Maryann Diamond believes that financial planning is a deeply personal journey rooted in trust and long-term relationships. As the owner and Wealth Advisor at Diamond Financial Management, she brings over 16 years of industry experience to every client interaction. Maryann dedicates her career to helping others pursue their financial goals through a blend of rigorous technical expertise and genuine compassion.
Academic and Professional Foundation.
Maryann holds a Bachelor of Arts from Gardner-Webb University and earned her CFP® designation from the College of Financial Planning. Her commitment to professional excellence is reflected in her extensive suite of licenses and certifications, including:
- Certified Financial Planner™ (CFP®)
- Accredited Asset Management Specialist℠ (AAMS®)
- FINRA Series 7 and Series 66 Securities Licenses
- Insurance License
A Family-Centered Approach.
For Maryann, clients are far more than just portfolio owners; they are like family. She finds immense joy in watching families grow and evolve over the decades. Whether she is supporting a couple as they transition into retirement or helping the next generation find their financial footing, Maryann stands by her clients through every season of life. She relishes the opportunity to navigate both the triumphs and the challenges alongside the people she serves, ensuring they have the support necessary to work towards making their dreams a reality.
Life Beyond the Office.
The spirit of partnership defines Maryann’s life both inside and outside the firm. Her husband provides the essential customer service and administrative support that keeps the business running smoothly. When she is not helping clients pursue their financial goals, Maryann prioritizes time with her two grandchildren, who remain the light of her life.
A little more info on her interests:
- Exploring new cultures through travel.
- Staying active by hiking through nature.
- Finding quiet moments to enjoy a good book.
- Spending quality time grand-dog sitting.
Maryann remains committed to the idea that financial confidence is a tool for living a full, meaningful life. She looks forward to helping you and your family navigate the path toward your own unique version of success.