Annamaria began her wealth management career in 2006 at Ayco, a Goldman Sachs company. She held several positions in their Investment Services Group, working closely with high-net-worth individuals. She joined Capital Saratoga Wealth Management, a branch office of Purshe Kaplan Sterling Investments in 2013. Since then, she has worked in several capacities to service the interests of the firm’s clients.
As an advisor, she believes the key to a strong advisor/client relationship is listening. She is dedicated to educating clients in order to ensure they understand their options as they plan for their present and future financial needs.
Annamaria holds the Series 7 and 66 licenses.