Experience

Maria Teresa “Mia” believes that personalized service is essential when selecting the appropriate financial plan for her clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long term.  

Professional History:

• Mia began her career in the financial industry in 2002, as part of the New Financial Advisor training program. Shortly after, she supported Financial Advisor Jorge L. Torruella; a legacy team member. Prior to that, she spent 7 years working in various sales and marketing roles in the hospitality industry.

Education and Credentials:

• Mia has a Bachelor’s Degree in Marketing and International Business from Bentley University in Boston
• She holds her FINRA Series 7, 65 and 66 Securities licenses
• Insurance licenses for Life, Health and Variable Annuities

Personal Life:

• Mia lives in San Juan, Puerto Rico with her husband Ramon and 14 year old son, Matias. 
• She is very devoted to her family, traveling and within her community.
• Mia is particularly active in volunteer programs that involve children, education and mentoring students.