Broker Check
Miguel Maria

Miguel Maria

Wealth Advisor

Address:

106 Washington Ave
Athens, TN 37371

Serving clients throughout Athens and the surrounding area

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’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.

Career Highlights & Industry Expertise

  • Financial services industry professional since 2008
  • Join Old National Investments in 2024
  • Series 7, 66 and Life and Health insurance license through LPL Financial

Education

  • Bachelor’s degree in business management from Tennessee Wesleyan University

Community Involvement

  • Board member of the Athens McMinn YMCA
  • Kiwanis Club member
  • 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.


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