We Don’t Just Work with Advisors
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Maura Harley 


Maura is a well-accomplished and performance-driven leader in Finance and Operations with an extensive background in corporate finance. Maura has a proven track record of working with C-Suite leaders in managing financials, dealing with vendors, and working with tax professionals. 

Career Highlights:

  • Over 27 years as a proven sales leader in the financial services industry.
  • As Head of Advisory Business Development for Lockwood Advisors John drove over $25 billion in new assets through 11,000 Financial Advisors.
  • Has extensive experience in delivering Practice Management content including Transitioning to Fees, The Fee-Based Conversation and Effective Client Segmentation, and Service Model Strategies.
  • Demonstrated success as a thought leader in creative marketing and sales messaging, sales reporting, and sales team integration.