Miguel MariaWealth Advisor
Address
106 W Washington Ave
Athens, Tennessee 37303
US
Phone
(423) 405-6521
Email
About Miguel Maria
Career Highlights and Industry Expertise
- Financial industry professional since 2008
- Joined the company in 2024
- Series 7 and 66 registrations, held through LPL Financial
- Tennessee Life and Health Insurance License
Education
- Bachelor's degree in business management from Tennessee Wesleyan University
Servicing Areas
Serving the Athens, Tennessee region and banking centers
Community involvement
- Board member of the Athens McMinn YMCA
- Member of the Kiwanis Club
- Passionate Youth Sports volunteer coaching fastpitch softball, basketball, and cheering on my child on the soccer field
Family is a cornerstone of my life. My wife, Ashleigh Maria, and I, both college sweethearts, are raising four wonderful children together. Professionally, I’m passionate about empowering clients to pursue financial security and economic success. My approach begins with understanding what matters most to you, your financial goals and aspirations. This allows me to craft personalized financial plans that we can monitor and adjust as your life evolves.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
