Maurice Tessier is a seasoned private wealth advisor with 26 years of experience helping clients achieve their financial goals. Known for his personalized approach and deep expertise, Maurice specializes in creating tailored wealth management strategies designed to help preserve and grow his clients’ assets. His dedication to delivering exceptional service has made him a trusted professional for individuals, families and businesses seeking advice in wealth management, liability management, trust and estate planning services, along with tax considerate and philanthropic strategies.
Prior experience
UBS Senior Vice President – Wealth Management, Financial Advisor
July 2015–November 2024
Merrill Lynch Senior Vice President – Financial Advisor
August 2008–July 2015
Maurice lives in Sarasota with his wife, Melissa, and dog, Hudson. He has a daughter in Austin, Texas, who is a chef and a son in Sarasota who works as an accountant. He enjoys skiing, golf and traveling the United States.
