As Client Relationship Manager, Elizabeth works with our valued clients to ensure a consistent superior experience across all aspects of our comprehensive wealth management services. Elizabeth is responsible for scheduling all portfolio and financial planning reviews, managing client communications, planning our client and public educational events, and addressing client inquiries.
Prior to joining Mariaca Wealth Management, LLC., Elizabeth was a licensed private banker for eighteen years. For the past six years, Elizabeth worked at Wells Fargo in Palm Beach County, Florida as a Premier Banker where she served the banking and wealth management needs of the bank’s high net-worth clients. She also worked for BB&T in Virginia and Florida in a similar capacity. Elizabeth holds the Series 65 Investment Advisor Representative license.
After attending Loretto Heights College in Denver, Colorado, Elizabeth moved back to her hometown of San Juan, Puerto Rico to manage an ocean-front guest house and restaurant which she also co-owned. In 1993, Elizabeth sold her guest house and moved her family to Virginia Beach where she started a corporate therapeutic services company that served local hotel and hospital industries.
As a passionate community member, Elizabeth prioritizes giving back to her local community as frequently as possible. She is currently serving her third term as the Chair of the Planning Zoning and Adjustment Board for the Village of Wellington, a board that she was first appointed to in 2010. Elizabeth is also a long time SunFest volunteer and serves as co-chair of the Art Committee.
When Elizabeth is not serving our clients, she can be found spending time with her three daughters and three grandsons, exercising, gardening, boating and enjoying the great outdoors in Florida.