Maureen Stirling

Maureen R. Stirling

Shared Services Specialist

Ms. Maureen Stirling joined the firm in 2018. As a Shared Services Specialist, Maureen assists the Client Service teams in the administration of advisory and trust accounts to ensure client satisfaction is recognized across all levels of service.

Contact Information


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B.S., Bloomsburg University

Previous Experience

Research Coordinator
Marciano Wealth Advisors

Vice President, Institutional Division
Nuveen Investments, Inc.

Account Manager, Investment Advisor Services
Vanguard Group

Vice President, Portfolio Management & Marketing
Rittenhouse Financial Services, Inc.

Shared Services Team

Nicholas Bryers

Shared Services Manager

Holly Palermo

Shared Services Specialist & Office Manager

Maureen Stirling

Maureen R. Stirling

Shared Services Specialist

Connor Newlin

Shared Services Specialist