Mariana Battista

Mari has always had a passion for helping and serving others. She supports clients at all stages of life, from early in their career to retirement, focusing on helping them find financial confidence. Mari is dedicated to connecting with those who need it most, including women and others in transition, and values building deep, lasting, and multi-generational relationships with her clients.

Mari’s commitment to her role stems from the experience of losing her father unexpectedly at an early age and witnessing her mother navigate life as a single parent with the help of a financial advisor. This inspired her to pursue a career in financial planning.

She earned her B.S. degree in financial planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® Professional. Outside of work, Mari enjoys socializing with friends, trying new restaurants, and traveling the world, especially with her mom.

She holds the Wine – Level 1 certificate from the Wine & Spirit Education Trust and is on a mission to visit every NFL stadium, whether for a game, concert, or University of Georgia event — having already visited eight stadiums. Mari also spends time with the Red Cross as a disaster relief volunteer.