Maura Baines
Paraplanning Lead
Professionally
As the Paraplanning Lead, Maura plays a pivotal role in developing and mentoring our paraplanning team, ensuring excellence in support for our Financial Planners and clients. She oversees research, reviews clients’ investments, and facilitates seamless communication with clients and product providers. Maura’s expertise and dedication enable her to deliver comprehensive planning solutions, enhance team collaboration, and uphold the highest standards in financial planning support.
Personally
Outside of work, Maura is an avid baker and proudly holds the title of “family birthday cake maker.”
She cherishes spending quality time with her family and enjoys swimming, diving into a good book, or unwinding with a binge-worthy Netflix series.