JL Smith | Holistic Wealth Management
Maria Sullivan is a Paraplanner at JL Smith | Wealth & Tax Planning since September 2023. Prior to this role, Maria served as Operations Lead at Party City from June 2022 to September 2023 and held the position of Supervisor at Petco from June 2020 to February 2023. Maria's extensive professional background includes a long tenure at Wells Fargo Advisors, where Maria worked as a Senior Registered Client Associate from November 1988 to April 2021. Maria holds a degree from the University of Dayton, where studies were completed from August 1980 to May 1984.
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JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.