Maria LeVee

Maria LeVee

Client Services Manager

Phone: 973-451-9840, x15
E-mail:
 

Maria LeVee has been with Headquarters Financial Group, Inc. since 2002 and is the firm’s Client Services Manager.

Her connection to our clients combined with her detailed knowledge and recall of client history enables her to provide personalized service our clients.  Whether facilitating new client integration or handling day to day service transactions, Maria provides an exceptional level of client responsiveness.

In addition to client services she is responsible for coordinating adherence to corporate (broker dealer) compliance policies; organizing client events and educational workshops; as well as maintaining our web site.

Maria is a licensed New Jersey Life & Health Insurance Agent.  She lives with her husband Ed in Morris County.  When not at the office, Maria enjoys hiking, reading, & attending music festivals.