Maria Brandao joined Samuel Financial in 2021 as Office Manager, bringing with her over 20 years of program and administrative management experience from multiple industries including financial services, healthcare, and legal. Her customer-centric approach and friendly nature are some of the traits that define her work.
Most recently, Maria was Executive Administrative Assistant at Citizens Financial Group, leading administration projects and providing support to the Head of Risk and Head of Customer Experience, including the Office of the Chairman.
Prior to her role at Citizens, Maria worked as a systems coordinator and executive assistant at Brigham and Women’s Hospital, Fresenius Medical Care North America, Partners Health Care, and Momenta Pharmaceuticals. Maria began her career as a paralegal, working at the Massachusetts Institute of Technology and Nixon Peabody, LLP.
Maria attended Salem State College, holds a Professional Paralegal Certificate from Northeastern University, and is Office Automation Certified. She lives in Holbrook, MA with her son Ricky and in her spare time enjoys dance lessons and her family’s traditional Cape Verdean food.
*The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 217 advisors were considered for the award. 50 (23% of candidates) were recognized. This award is not indicative of the wealth manager’s future performance. Your experience may vary. For more information, please visit: www.napa-net.org.