Maria Manrique

Client Service Associate

Maria works closely with our advisors and various custodians to deliver exceptional service to our clients.  Her main duties include processing account paperwork, assisting with client requests, and ensuring proper maintenance of our internal filing systems and client records.

Maria graduated from the State University of New Paltz with a bachelor’s degree in Finance in December of 2020.  Before coming to Focused Wealth Management, Maria held the Sales Execution Team Specialist position for a leading financial firm. In this role, she developed extensive insurance knowledge, working closely with advisors to analyze financial needs, assist in financial planning, and complete state-specific requirements based on individual recommendations.

As a bilingual dual-citizen, Maria is dedicated and driven in the finance industry to merge her passion for helping others and her love for the finance industry to excel in a career that will change our world.  Maria likes to stay active in her free time by going on runs, participating in boxing, spending time with friends, and visiting her family in Colombia.