• MBA in Finance, University of Miami School of Business Administration
  • BA in Business Administration, University of Miami
  • Formerly held licenses FINRA: Series 7, Series 63, and Series 65

Mariana Lombardi

Client Relationship Manager

Excellence, Compassion, Service

Mariana brings 10 years of professional experience to GM Advisory Group. As a Client Relationship Manager, she serves as the first point of contact for clients.

In her role, Mariana is responsible for coordinating comprehensive bespoke services for our clients. As such, she works closely with GMAG’s Portfolio Managers, Wealth Strategists, and Family Office Accounting Team to ensure we meet and exceed client expectations. Her experience and roots in Florida ensure an exceptional experience for our clientele in the new Boca Raton office.

Before moving to GMAG, Mariana spent nearly 5 years as a Wealth Management Professional at Goldman Sachs. Prior, to that she worked with both Credit Suisse and BNP Paribas.

Mariana’s interests include volunteering with children from underserved communities, she has dedicated time to teaching financial literacy to 3rd, 4th, and 5th graders.

Mariana grew up in Brazil before moving to Florida and is fluent in three languages. A globe-trotter who has visited 30 different countries, her favorite vacation destination is the Maldives.