Maria joined Burt Wealth Advisors in 1992 as a financial advisor and co-portfolio manager. She was appointed Vice President in 1996, and as her role expanded, promoted to Executive Vice President in 2003. Maria received a bachelor’s degree from Mount Saint Mary’s College in 1983. In 1988 she earned her Certified Financial Planner™ designation from the College for Financial Planning.

Maria works with a diverse client base including attorneys, counselors, teachers, and corporate executives. In addition, a number of her clients are enjoying their retirement years. Many of her current clients are women and over the years she has gained a wealth of experience in the issues faced by widowed and divorced women. Maria enjoys working closely with a client’s CPAs, attorneys, and other advisors to provide the most comprehensive services to her clients.

In addition to being included on a list of the “Top 50 Most Influential Women in Wealth Management” by Wealth Manager Magazine, she was featured on Wealthy Living Radio with Debra Owens to discuss “Investing 101 for Couples, Women and Widows”. She has been quoted in articles in US News and World Report, Smart CEO and Financial Advisor IQ. She published an article in WE Magazine for Women called “Does Your Financial Advisor Speak your Language?” regarding the differences between men and women and how it affects their financial decisions. In 2015, 2016, 2017 and 2018 she was named a “Five Star Wealth Manager” and featured in the Washington Post Magazine.

Maria is actively involved with the Financial Planning Association, the Maryland Estate Planning Council, and is a member of the Bethesda Chamber of Commerce. She has served as both Treasurer and Co-President of St. Jane De Chantal Sodality Guild, a group of close to 300 women who raise money and serve both the church and the community. She is currently Co-Director of St. Jane’s S.O.M.E. program which quarterly prepares & serves lunch to over 250 people. Most recently, she began teaching classes at the Dorothy Day Place, a transitional shelter in Rockville that provides a bridge between homelessness and permanent housing. The 8 week courses are designed to help clients understand fundamental concepts related to budgeting and money management, to increase their chances of success once they transition to their next step. She and her husband Fred reside in North Bethesda and have two grown sons that they are very proud of.