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Maria Felice, Vice President, is the Business Manager for Wealth Management Independence, LLC, a NYC headquartered business solely dedicated to advisors pursuing independence. In this role, Maria’s key responsibilities are content management for WMI’s website and LinkedIn page. In addition to Maria’s professional duties at WMI, she works full time at Steward Partners as an Executive Assistant to Paul Sullivan, Managing Director, Head of Sourcing, supporting his efforts to recruit the industry’s top Financial Advisors nationally.
Prior to Maria’s responsibilities at WMI and Steward Partners, she worked with Paul Sullivan for the past two years at Sanctuary Wealth where he was the Regional Managing Director for the East Coast.
Maria Felice and Paul Sullivan formed a strategic partnership beginning ten years ago at Merrill Lynch. Paul was the Market Executive overseeing Merrill’s flagship office in lower Manhattan with additional responsibilities for their Brooklyn and Staten Island offices. Maria was responsible for all administrative functions including on-boarding, events, calendar, travel and reports.
Maria graduated from the College of Staten Island with a bachelor’s degree in accounting. She currently resides on Staten Island with her husband, Rob, a longtime successful restaurateur. Rob and Maria have one daughter, who is in elementary school. Maria enjoys family time, reading, shopping and summer vacations on Long Beach Island.
“I am so proud to have Maria as my business partner. She possesses a tireless work ethic, is highly organized, and has superb relationship management skills. Best of all, she genuinely cares about people, and values a job well done.”
— Paul Sullivan