Mia holds a Bachelor of Science in Finance and an MBA with a specialization in Finance, both from Florida State University, where she graduated Summa Cum Laude and was inducted into the Honor Society for her academic achievements.
As a Client Relationship Manager, Mia serves as a primary point of contact for clients—delivering personalized service and maintaining strong relationships through thoughtful engagement and advisor support. She plays an integral role in ensuring client needs are met with care and consistency. Mia obtained her Series 65 license and became officially registered in 2023. She is actively engaged with the Southwest Florida Women in Investment Management (WIM) community, regularly participating in industry meetings, networking events, and social gatherings.
Driven by a passion for helping others, Mia has been involved in philanthropic efforts since her time at Florida State, where she helped organize fundraising events for St. Jude Children’s Research Hospital as part of her sorority’s philanthropy committee. One of her earliest roles—working as a counselor for elementary school students—remains a highlight, reinforcing her love of supporting children and families.
A Naples native and proud Neapolitan, Mia enjoys spending time at Seagate Beach and never turns down Italian food—especially pasta. She shares a close bond with her younger sister and recently celebrated her engagement during a memorable trip to Japan, where the proposal took place in front of Mount Fuji.
Mia holds a Bachelor of Science in Finance and an MBA with a specialization in Finance, both from Florida State University, where she graduated Summa Cum Laude and was inducted into the Honor Society for her academic achievements.
As a Client Relationship Manager, Mia serves as a primary point of contact for clients—delivering personalized service and maintaining strong relationships through thoughtful engagement and advisor support. She plays an integral role in ensuring client needs are met with care and consistency. Mia obtained her Series 65 license and became officially registered in 2023. She is actively engaged with the Southwest Florida Women in Investment Management (WIM) community, regularly participating in industry meetings, networking events, and social gatherings.
Driven by a passion for helping others, Mia has been involved in philanthropic efforts since her time at Florida State, where she helped organize fundraising events for St. Jude Children’s Research Hospital as part of her sorority’s philanthropy committee. One of her earliest roles—working as a counselor for elementary school students—remains a highlight, reinforcing her love of supporting children and families.
A Naples native and proud Neapolitan, Mia enjoys spending time at Seagate Beach and never turns down Italian food—especially pasta. She shares a close bond with her younger sister and recently celebrated her engagement during a memorable trip to Japan, where the proposal took place in front of Mount Fuji.