Ellevest Wealth Management Financial Advisor
Mari has worked in the financial services industry for over a decade. From serving as the first woman president of the Association of Latino Professionals for America at Florida International University to starting her career on the top team at Merrill Lynch, she has consistently broken barriers. Her specialty is helping Spanish- and English-speaking clients optimize their finances during significant life milestones, including divorce or the loss of a partner, receiving an inheritance, or nearing (or being in) retirement. She’s a mom to twin boys.
Series 66 - Uniform Combined State Law Exam, 2016
CERTIFIED FINANCIAL PLANNER™ Professional, 2020
Supporter of Habitat for Humanity, Supporter of 100+ Women Who Care, Member of Women’s Executive Club of Fort Lauderdale, Member of the Coral Gables Chamber of Commerce
“I feel completely heard — don’t know how everyone I know is not invested in Ellevest.”
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
Ellevest was founded with a mission to put more money in the hands of women.
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We're obligated to put your interests ahead of our own. We'll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
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We can align your investments with your values without sacrificing returns by investing in our Intentional Impact Portfolios* and other impact alternative investments.
Our services don’t end with investments. Want to see exactly where your impact dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.
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