Maria Dontsis

Financial Advisor

Contact Me
Maria Dontsis

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Bio

As a Morgan Stanley financial advisor, Maria has 10+ years of experience in the financial services industry. Born in Moscow and raised in Moscow and Toronto, Maria holds an Economics degree from York University, Toronto and Masters of Business Administration degree (MBA) from the Rotman School of Management, University of Toronto. 

With extensive and global experience across various functions and roles, Maria focuses on both domestic and international relationships. Before completing her MBA, Maria worked as a fixed income analyst in the most renowned investment bank in Russia, Renaissance capital. This allowed her to learn how the bond markets function and how to best leverage on fixed income events. After completing her MBA, Maria joined Scotiabank in Toronto and worked as an analyst for one of the biggest national mortgage sales teams in the country. Understanding the mechanics of financing along with dynamics of global markets made Maria a valuable partner at a boutique real estate firm in Miami where she moved in 2009. Maria worked as a real estate broker traveling between Moscow, Toronto and Miami establishing relationships with high net worth individuals, business owners and their families. After working in this capacity for almost six years and being able to build a solid real estate practice amid the market crush of 2008, Maria transitioned to Morgan Stanley where she continues to serve her clients by delivering customized financial solutions. Exposure to different cultures, people and roles allowed Maria to develop a holistic approach that puts the client at the center and balances risk, investment objectives and the preservation and growth of wealth.  

When Maria is not working, she enjoys spending time with family and friends. In addition, she enjoys travelling and exploring diverse world cultures, while maintaining a healthy lifestyle through playing tennis and practicing yoga. Maria frequently attends theatres, and enjoys photography, modern art and fine dining.

 

Services Include

  • UGMA/UTMA
  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Stock Option Plans
  • Structured Products
  • Trust Accounts

Securities Agent: AZ, CA, FL, GA, IL, MA, NJ, NY, PA, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1408715


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 20807 Biscayne Blvd 5th&6th Fl
  • Aventura, FL 33180


    Education

    Education

    • University of Toronto
      MBA concentration in Finance
    • York University
      Honors
      BA in Economics
    • Licensing – Series 7, 66, Life, Accident, Health, Variable Annuity & Long Term Care Insurance Licensed

    Experience

    Experience

    Employed in Moscow, Toronto, & Miami
    Diverse exerience across multiple industries, capacities and roles.

    Miami, USA 2009 – 2014
    • Residential & Commercial Real Estate
    • Private Investor

    Toronto, Canada 2007 – 2009
    • Mortgage Analyst, Scotiabank

    Moscow, Russia 2007
    • Fixed Income Research, Renaissance Capital

    Events

    Events

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Maria Dontsis today.

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