South Coast Metro, Calif., November, 16, 2023: Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette, California. Mary is a seasoned financial professional who focuses her practice on creating strategies that are tailored to the needs and goals of every client she works with.
Mary began her career working for large institutions such as Arthur Anderson and Barclays Global Investors (later acquired by BlackRock) and carries a strong background in global alternative investments as well as managing key financial and tax matters for high-net-worth individuals and families. She is known for providing accounting and tax consultation services for global fund administrators, private equity and hedge funds, wealth advisory companies and family offices. She began her financial advisement career with Merrill Lynch Wealth Management serving as Senior Financial Advisor and Vice President. Nine years later, Mary decided to become an independent financial advisor and launched her very own Avella Private Wealth.
“The breadth and depth of investment advice that Mary provides to her clients is a testament to the strong practice she has built over the years,” says Daniel R. Catone, Founder and CEO of Golden State. “By joining Golden State, we look forward to assisting the thriving business Mary already has in place, but also watching the growth we can help provide her with the many resources we have to offer.”
To learn more about Avella Private Wealth, visit www.avellaprivatewealth.com