Broker Check
Maritza Morales

Maritza Morales

Marketing Coordinator

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

Family is extremely important to Maritza; 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 is fond of helping clients gain confidence in financial planning without intimidation while supporting them in various aspects of their goals.

Experience

Texas Financial Advisory

Wells Fargo

USAA


Licenses & Certifications

Associate Degree in Business Administration

Texas Department of Insurance License – General Lines Agent

Currently working towards her Securities License – Series 65