Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs, and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health, and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.
Spire Wealth Management, LLC is a Federally Registered Investment Advisory firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA/SIPC. © Copyright 2021 Corbett Road Wealth Management. All rights reserved