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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