FINRA Licenses – Series 65
Education – Texas A&M Kingsville/ University of Phoenix
Marianna's impressive career includes three decades of experience in the financial services industry. She began at Smith Barney and later moved to UBS Financial Services, where she held several positions, including Registered Client Service Associate in their Ultra High Wealth Division. With a spirit for adventure and a desire to experience new things, Marianna was initially attracted to the entrepreneurial spirit and opportunities for growth at ZT Wealth. She now serves as ZT Wealth’s expert on securities compliance and best practices for customer service. Marianna’s extensive knowledge of compliance issues along with her proactive approach to communication ensure that clients receive courteous, prompt and accurate information about all matters relating to their investment portfolios.