Maggie Albarati, CFP®
Financial Services Professional
Nashville,TN
Summary
Results-driven financial services professional with 12+ years of experience in wealth management, financial planning, and high net-worth client management. Proven track record of delivering exceptional client service, growing assets under management, and driving business growth. Skilled in supporting financial analysis, investment research, portfolio management, and wealth transfer strategies. Committed to helping clients achieve their financial goals and objectives.
Overview
13
13
years of professional experience
4
4
Certifications
Work History
Registered Wealth Management Client Associate
Merrill Lynch
05.2022 - Current
- The role combines financial analysis, investment expertise, and exceptional interpersonal skills to build and maintain long-term relationships with high and ultra-hight net-worth individuals, families, and institutions.
- Exceptional client service: Building and maintaining strong relationships with clients through personalized support, regular communication, and prompt response to their queries.
- Portfolio Management and trade execution: Assist in managing client portfolios, including asset allocation, security selection, and rebalancing. Coordinate trades, monitor accounts, and ensure accurate and timely processing of transactions.
- Financial analysis: Provide reports of clients' financial situations, including asset allocation, risk and tax management, and investment performance.
- Business development: Identify opportunities to expand client relationships and contribute to the growth of the book.
- Collaboration: Work closely with financial advisors, portfolio managers, and other internal and external partners to deliver comprehensive wealth management solutions.
- Regulatory compliance: Ensure adherence to industry regulations, maintain confidentiality, and uphold the highest ethical standards.
Wealth Management Banking Specialist
Merrill Lynch
05.2021 - 05.2022
- Partner with a group of several Financial Advisors to provide comprehensive banking solutions to their clients.
- Expertise: Serve as a subject matter expert in providing in-depth knowledge on banking products.
- Client Meetings: Participate in client meetings, providing expertise and helping advisors deliver personalized wealth management banking solutions.
- Education and Training: Develop and deliver presentations for advisors, enhancing their banking skills and knowledge.
- Business Development: Identify opportunities to expand client relationship and contribute to the growth of the book.
Regional Bank Private Banker- Level II
Wells Fargo & Company
10.2016 - 05.2021
- Use effective relationship building and proactive client outreach skills to consistently acquire, manage and grow a portfolio of complex account relationships of affluent and affluent away clients (qualifying balances from $250K to $2.5MM).
- Provide full-balance sheet banking to clients explaining the features of financial solutions as their needs evolve including deposit, credit, and investment products.
- Continually build a network of internal partners and external resources to further enhance the client experience.
- Apply deep understanding of partner businesses and capabilities.
- Work closely with Wealth and Investment Management following established partnership guidelines to make introductions when a financial need is uncovered that cannot be fulfilled at the Premier Level.
- Partner with The Private Bank to serve the needs of High Net worth clients whose net worth exceeds $5M.
- Serve as the branch point of contact for such clients and continue to attend join client meeting with the client’s Private Bank team.
Regional Bank Branch Manager Level II
Wells Fargo & Company
05.2015 - 10.2016
- Effectively lead a team of seventeen team members while serving as a role model for the Wells Fargo culture with a focus on ethics, integrity, and results.
- Successfully led to the conversion of the branch into a Level II store through exceeding key performance metrics by 50%.
- Observe, coach, and give feedback to team members to help them reach their highest level of performance.
- Take a balanced approach by adhering to compliance requirements, effectively scheduling, coaching and developing all team members, consistently addressing team performance issues, and holding team members accountable for the delivery of exceptional client service, performance expectations, and operational integrity.
Education
Master In Financial Planning -
The American College of Financial Services
2026
Certified Financial Planning Certificate -
Belmont University
01.2019
Bachelor of Business Finance - Financial Institution Management
Middle Tennessee State University
08.2013
Skills
- Strong communicator
- Strong understanding of financial products, the financial planning process, and wealth management relationship building
- Demonstrated ability to exceed individual goals and outperform peers
- Ability to earn clients’ trust and inspire action
- Collaboration and teamwork
Certification
- Series 7
- Series 63
- Series 65
- CFP®
- Chartered Advisor in Philanthropy® 2025 candidate
Timeline
Registered Wealth Management Client Associate
Merrill Lynch
05.2022 - Current
Wealth Management Banking Specialist
Merrill Lynch
05.2021 - 05.2022
Regional Bank Private Banker- Level II
Wells Fargo & Company
10.2016 - 05.2021
Regional Bank Branch Manager Level II
Wells Fargo & Company
05.2015 - 10.2016
Master In Financial Planning -
The American College of Financial Services
Certified Financial Planning Certificate -
Belmont University
Bachelor of Business Finance - Financial Institution Management
Middle Tennessee State University