Tricia has 29 years of experience in the financial industry from a Branch Administrative Manager to a Senior Registered Client Associate. Tricia began her career with Smith Barney in 1994 and then joined Wachovia Securities, a predecessor of Wells Fargo Advisors in 1996. She joined the Wolf, Metzger & Maurillo team in 2016. With her wide range of experience and knowledge, Tricia plays a role in providing exceptional customer service to our clients. This includes working with managed accounts, placing trades, preparing financial reports, opening accounts, wire transfers, assets movement, and working with internal departments and/or directly with the client with service and operational requests. Her work ethic, attention to detail and friendly manner ensure that all our clients receive the highest level of service they deserve.
In 2017 and 2018 she earned the Platinum Council Client Associate distinction. The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors, nominated by their management for their consistent display of professionalism, integrity, and core leadership values.
Her registration includes the FINRA Series 7 and FINRA Series 63. Tricia also maintains a Life, Health, and Variable Insurance Producers License.
Away from business, she enjoys traveling, art and spending time with her family. Tricia is originally from Hartsdale, NY, and currently lives in Cape Coral, FL with her husband Scott and daughter Soél.
< Back to Team