Mariana Lombardi

Assistant Vice President

Mariana has been in the financial services industry since 2009 and currently serves as a financial advisor in the firm’s Boca Raton, FL office. In her role, she plays a pivotal part in managing client relationships and ensuring the delivery of comprehensive wealth management solutions. Known for being high-touch and very responsive, Mariana leverages Wealthspire Advisors’ extensive resources to provide comprehensive financial, legal, and tax advice. She combines the advantages of a large firm with the personal feel of a small firm, offering a white-glove service approach. Her commitment to building long-term relationships based on trust and transparency ensures her clients receive the highest level of support and service. This dedication to excellence makes her a trusted advisor in the wealth management field.

Mariana is passionate about empowering women to achieve financial literacy. She takes the time to understand all aspects of her clients’ lives, enabling her to provide tailored and comprehensive financial advice. Mariana works diligently to ensure her clients have a deep understanding of their wealth, providing clarity and confidence through thoughtful financial planning and investment management. She finds great satisfaction in guiding her clients through complex financial landscapes and helping them achieve their aspirations. Mariana’s dedication to client education and empowerment is at the core of her professional mission.

Mariana resides in Boca Raton, FL with her family. An avid traveler, she has visited over 30 countries, broadening her perspective and understanding of different cultures. In her free time, Mariana enjoys boating and savoring culinary dishes. Fluent in Portuguese, Spanish, and English, with conversational proficiency in French, she values the cultural insights and connections her multilingual skills bring to both her professional and personal life.

Previous Experience

  • Client Relationship Manager at GM Advisory Group
  • Wealth Management Professional – Investment Management at Goldman Sachs & Co.
  • Relationship Associate – Private Wealth Management at Credit Suisse Securities (USA) LLC
  • Relationship Associate – Private Wealth Management at BNP Paribas

Education & Credentials

  • MBA, University of Miami School of Business Administration, Finance
  • BS, University of Miami School of Business Administration, Management
  • Certified Microsoft Office Specialist (MOS)

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.