Maria D Boisvert, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

408-947-3301 | Email
408-298-8295

 

Qualifications 

 

  • Over 36 years of investment industry experience
  • Series licenses: 7
  • General Securities 63
  • State Agent 65 - Investment Advisor Representative
  • State insurance, long-term care and annuity licensed
  • Certificate in Personal Financial Planning
  • Certificate in Preferred Portfolio Management
  • Accredited Wealth Manager (AWM)
  • International Financial Advisor (IFA)
  • Bachelor of Arts in Sociology and Sculpture from Plattsburgh State University
  • Senior Portfolio Manager - Portfolio Focus

 

Personal


Born and raised in Bristol Connecticut, I currently reside in San Jose California with my husband Don.  I am involved in several non-profit organizations including Monterey Bay Plein Air Painters Association and I am currently on the Board of Directors for Natividad Medical Foundation which serves Natividad Hospital in Salinas California.  Natividad Hospital is a state owned hospital and has the only trauma center in Monterey County.   In my free time I am an active oil painter.

 

Maria Boisvert is a member of RBC Wealth Management's Chairman's Council which recognizes the top 150 Financial Advisors in the firm.

Maria Avila

Senior Client Associate

408-947-3330 | Email
408-298-8295

As a Senior Client Associate, it is my responsibility to assist in maintaining Maria’s service standard. My primary focus is client and account management. I specialize in procedures needed to provide the highest quality of service that our clients expect and deserve.

I have been in the financial services industry since 1985. I started with EF Hutton and was there for 3 years, then moved to Bateman Eichler Hill Richards and through the course of several mergers became Kemper Securities and Everen Securities. In 1996 I started with Sutro which was then acquired by RBC Wealth Management in 2001.

I have been married for 25 years and live in Gilroy with my husband and two daughters. I have a strong Portuguese background and outside of work I love to enjoy the outdoors, camping and the beach.