Broker Check
Maritza Morales

Maritza Morales

Client Relations Specialist, Licensed Insurance Professional

The driving force behind Maritza’s interest in financial services stems from her parent’s journey which began in Mexico.  Her parents wanted a better life for themselves and future family, so they made the decision to migrate to the United States.  Maritza grew up admiring her parent’s work ethic and is astonished by their perseverance to turn their financial situation around. 

Family is extremely important to Maritza and she treats all TFA clients as if they were an extension of her family.  In doing so, this ensures that she provides top-notch customer service.  Maritza has a fondness for helping clients gain confidence in financial planning without any intimidation while supporting them in various aspects related to their goals.

Experience

Texas Financial Advisory

Wells Fargo

USAA

Licenses & Certifications

Associates Degree in Business Administration

Texas Department of Insurance License – General Lines Agent

Currently working towards her Securities License – Series 65