CLIENT SERVICES & MARKETING ASSOCIATE
Mauria joined Phillips Wealth Planners in 2022 as an intern. Mauria graduated in May of 2023 from Mississippi State University with a degree in Finance. We are excited to have her join our firm full-time as a Client Services Associate. Her role consists of preparing portfolio reviews, agenda letters, agendas, depositing checks, and assisting the Relationship Managers in implementing plans.
She hopes to pursue the CERTIFIED FINANCIAL PLANNER™ Professional designation as she advances in her career.
Outside of the office, Mauria enjoys spending time with her family, friends, and dog, crocheting, reading, golfing, and playing pickle ball.