RELATIONSHIP MANAGER & 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 Relationship Manager. Her role consists of executing strategic financial plans. This includes new client onboarding, account opening and maintenance, implementing financial planning recommendations, portfolio review preparation, and much more.
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 pickleball.
