Maia Wealth
Dionne Banks is a Wealth Manager at Maia Wealth since June 2022, focusing on individual and small business investors with a personalized approach and long-term investment strategy. Prior to this role, Dionne served as a Financial Advisor and Associate at Edward Jones from February 2020 to June 2022. With extensive experience at Walmart from May 2002 to February 2020, Dionne held multiple managerial positions, including Senior Manager of Governance, Risk and Controls, where oversight of a $500K contractor budget and averaging 50 projects annually occurred. Additional roles included Senior Manager of Governance and Strategy, General Accounting Manager, Manager of Compliance and Controls, and Internal Auditor. Dionne earned a Bachelor's degree in Business Process Management, Operations Management, and Computer Information Systems from Indiana University Bloomington.
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Maia Wealth
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. RIA vs. Broker/Dually-Registered Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers. Why Independent Matters You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth: -Is a fiduciary 100% of the time when giving investment advice -Has a fee structure that is simple and transparent -Fees range from 0.20% to 1.20% annually -Does not have proprietary funds Comprehensive Planning Your team through Maia Wealth’s network consists of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. Exemplary Service We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal. -Our team genuinely cares. We take the time to get to know you and your family. -We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question. To learn more about how Maia Wealth can play a vital role in your path to financial security, please contact our office at (720) 644-8803 or info@maiawealth.com