MIAMI, FL, July 18, 2024 /24-7PressRelease/ -- Maria Fernandez Julian has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Fernandez has established herself as a distinguished private wealth manager in the financial industry with a career spanning over four decades. Currently affiliated with Bolton Global Capital Inc. since 2015, she has dedicated eight years to serving cross border high net worth families with their wealth planning needs in the United States with a focus on investment management, credit, immigration, and much more. Her affiliation with Bolton Global Capital is marked by a commitment to excellence and a deep understanding of her clients' needs.
Before joining Bolton, Ms. Fernandez held several prestigious positions in the banking and financial industry. From 2010 to 2015, she served as a private wealth manager and senior vice president at Citi, where she honed her skills in wealth management and client service. Prior to that, she was a senior wealth manager-director at Barclays Wealth and Investment Management from 2007 to 2010. Her career also includes roles as an executive director at Atlas One Financial Group LLC from 2006 to 2007, a senior vice president at Bank of America from 2002 to 2006, and a vice president at Northern Trust Corporation from 1991 to 2002.
In addition to her corporate roles, Ms. Fernandez is partial owner of Amity Wealth Management Inc. and the founder of Beginning Anew Coaching, a service she provides for women who are undergoing some form of transition such as divorce, a career change, or becoming an empty nester. Her goal is to assist women in navigating these changes with positive energy while they undertake the personal work to get to where they want to go and achieve.
She is a member of The Florida Bar and her certifications include Series 7 and Series 66 from FINRA as well as Certified Professional Coach and Energy Leadership Index-Master Practitioner from the Institute for Professional Excellence in Coaching. These qualifications have played a crucial role in her ability to understand and meet her clients' needs effectively.
Ms. Fernandez's success is underpinned by a solid educational foundation. She earned a Bachelor of Arts in Sociology with a minor in English from the University of Miami and a Juris Doctor from the University of Miami School of Law. Her knowledge in wealth management and trust planning is widely recognized within the industry.
Beyond her professional endeavors, Ms. Fernandez has been actively involved with Habitat for Humanity and the Children's Home Society. These engagements reflect her commitment to giving back to the community and supporting causes that make a difference in people's lives.
In her personal life, Ms. Fernandez is a proud mother of two and enjoys gardening, traveling, and spending time with family and friends. Looking ahead, she plans to implement a business succession plan that will allow her to retire while ensuring the continued success of her business through capable hands. This transition reflects her forward-thinking approach and dedication to both her professional legacy and personal aspirations.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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