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About
Maria Maloney, CRPC®, is an Associate, Client Service at NewEdge Wealth's Delray Beach/Boca Raton office in Florida. In her current role, she supports the servicing and administration of ultra-high-net-worth client relationships, collaborating closely with senior advisors to deliver sophisticated wealth management solutions tailored to client needs.
Prior to joining NewEdge Wealth in 2024, Maria accumulated extensive client service and relationship management experience at Merrill Lynch, where she served as Relationship Manager and previously as a Registered Client Associate from 2019 to 2024. She has developed expertise in supporting complex client portfolios across a range of asset classes, particularly for high net worth and institutional clients typical of the firm's South Florida client base.
Maria holds a degree in Humanities in Communications from Florida State University and has earned the Chartered Retirement Planning Counselor (CRPC®) designation. Her professional focus includes delivering personalized client service and assisting with the implementation of asset allocation strategies in equities, fixed income, and alternative investments for affluent families and individuals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Associate | Aug 2024 to Present | — |
| Merrill Lynch | Relationship Manager | Sep 2023 to Aug 2024 | — |
| Merrill Lynch | Registered Client Associate | Jun 2019 to Sep 2023 | — |
| Merrill Lynch | Retirement Plan Specialist | Sep 2017 to Jun 2019 | — |
Education
Florida State University
Humanities, Communications
2013 — 2017
Others at Newedge Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Principal | New York, NY , United States | |
| Partner | Delray Beach, FL , United States | |
| Associate | Darien, CT , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Principal | Portsmouth, NH , United States | |
| Partner | Bentonville, AR , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | Pittsburgh, PA , United States | |
J John Froley | Principal | San Francisco, CA , United States |
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| Business Development Analyst | AQR Capital Management LLC | New York, NY , United States | |
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