Marianna Toudouze grew up in a small town in south Texas and later attended Texas A&M-Kingsville and the University of Phoenix. Her impressive career includes three decades of experience in the financial services industry. She began at Smith Barney and later moved to UBS Financial Services, where she held several positions, including Registered Client Service Associate in their Ultra High Wealth Division. With a spirit for adventure and a desire to experience new things, Marianna was initially attracted to the entrepreneurial spirit and opportunities for growth at ZT Wealth. She now serves as ZT Wealth’s expert on securities compliance and best practices for customer service. Marianna’s extensive knowledge of compliance issues along with her proactive approach to communication ensure that clients receive courteous, prompt and accurate information about all matters relating to their investment portfolios.
One of Marianna’s key strengths is building relationships. She’s passionate about providing exceptionally strong service to both clients and her colleagues. As a conduit among management, advisors and clients, she is uniquely positioned to promote growth and add value. For Marianna, the most exciting aspect of her work is the opportunity to serve clients and provide them with peace of mind regarding their investments.
FINRA Licenses: Series 7, 66