Sign in

You're signed outSign in or to get full access.

Maria Maloney

Maria Maloney

Associate at Newedge Wealth, LLC

Delray Beach, FL , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthAssociateAug 2024 to Present
Merrill LynchRelationship ManagerSep 2023 to Aug 2024
Merrill LynchRegistered Client AssociateJun 2019 to Sep 2023
Merrill LynchRetirement Plan SpecialistSep 2017 to Jun 2019

Education

Florida State University

Humanities, Communications

2013 2017

Others at Newedge Wealth, LLC (30)

NameRoleLocation
Aaron Zises
Aaron Zises
PrincipalNew York, NY , United States
Blaine Minton
Blaine Minton
PartnerDelray Beach, FL , United States
Brian Peters
Brian Peters
AssociateDarien, CT , United States
Cameron Dawson
Cameron Dawson
Chief Investment OfficerNew York, NY , United States
Christopher Ayer
Christopher Ayer
PrincipalPortsmouth, NH , United States
Hunter Gehring
Hunter Gehring
PartnerBentonville, AR , United States
Jamie Wolff
Jamie Wolff
PrincipalNew York, NY , United States
Jesse Christensen
Jesse Christensen
PrincipalNew York, NY , United States
Jim Reese
Jim Reese
PrincipalPittsburgh, PA , United States
J
John Froley
PrincipalSan Francisco, CA , United States
Showing 1-10 of 30 team members

Similar Fund Managers

NameRoleFundLocation
Alexander Aithal
Alexander Aithal
Business Development AnalystAQR Capital Management LLCNew York, NY , United States
Andrew Donofrio
Andrew Donofrio
Vice PresidentAQR Capital Management LLCNew York, NY , United States