Maura Holowchak

Senior Vice President, Investments @Mahler Wealth Management

Columbus, OH, US
EMAILS
m••••••••@raymondjames.com
MOBILE NUMBERS
+16•••••••90

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WORK HISTORY

May 2019 — Present

Senior Vice President, Investments @Mahler Wealth Management

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Columbus, OH, US

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

EDUCATION

2006 — 2008

The Ohio State University Fisher College of Business

MBA, Investment Management

2000 — 2004

Pepperdine University

B.S., Mathematics

SKILLS

AnnuitiesFinancial ServicesRetirementBondsRetirement SavingsFixed IncomeFinancial ModelingFinancial AdvisoryBusiness-Owner PlanningStrategic PlanningInvestment PlanningRetirement PlanningAsset AllocationMutual Funds401k RolloversTax-Efficient StrategiesRelationship ManagementInvestmentsFixed-Income StrategiesInvestment StrategiesMulti-Generational Wealth PlanningFinanceSecuritiesInsurance401k Planning

ABOUT MAURA HOLOWCHAK

My passion as a CERTIFIED FINANCIAL PLANNER® professional is building trust with clients and bringing clarity and confidence to their financial lives. Our clients are reassured knowing they have a trusted partner on their side, which allows them to focus on what is important to them and live their best lives! We achieve this by providing excellent service through all stages of our client’s financial lives, including legacy planning. Mahler Wealth Management is a family business and we have had the privilege of guiding generations of clients over the years. We would welcome the opportunity to discuss if working together would make sense for your family. Before beginning my career, I graduated from Pepperdine University with a Bachelor of Science degree in Mathematics. In addition, I received my MBA from the Fisher College of Business at The Ohio State University with a concentration in Investment Management. With a passion for continuing education, I also earned both the CFP® and CIMA® designations, completing programs through The Ohio State University and The Wharton School at the University of Pennsylvania. Additionally, I earned the Private Wealth Advisor designation from Raymond James, reflecting my experience in managing the financial concerns of families of significant wealth, and my mastery of methods and resources necessary tosupport their expansive financial interests. Outside of the office, I sing in the choir at St. Andrew Parish. A graduate of Upper Arlington High School, I live in Upper Arlington with my husband Greg and our three children, who keep us busy with their ice hockey, music, and Irish dance commitments, among many other activities. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks \"CIMA,\" and \"Certified Investment Management Analyst.\" Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute\'s initial and ongoing credentialing requirements for investment management professionals.

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