Maria A. Staffiere
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781.235.7055 ext.7837
Fax: 781-235-1905
Email: mstaffiere@westonfinancial.net
Maria has been with Weston Financial since 1985 and has been a Senior Financial Counselor since 1991. She is the Co-Chairperson and a voting member of the firm's Investment Committee. Maria specializes in aligning clients' life goals with their financial goals while designing long-term strategic tax, asset allocation, and investment solutions. In addition, Maria works extensively with founders of pre-IPO companies to design tax efficient exit strategies that allow for the diversification of their stock proceeds. She graduated from Suffolk University, Cum Laude, with a B.S. in Business Administration. Maria volunteers her time with Junior Achievement.
Form ADV Part 2B Brochure Supplement