Maria De Lima serves as Client Relationship Manager & Operations Associate at Icon Wealth Partners. In her role, she supports the firm’s day-to-day operations and client service initiatives, focusing on delivering proactive, high-touch support that strengthens client relationships. Maria collaborates closely with advisors to enhance efficiency, streamline workflows, and lead special projects aimed at improving operational processes, data management, and overall firm performance.
With more than four years of experience in the financial services industry, Maria brings a strong background in financial operations, client management, and compliance. Before joining Icon Wealth Partners, she served as Director of Operations at her previous firm, where she supported the financial planning process, implemented investment strategies, and refined the client onboarding experience.
Maria earned her Bachelor of Arts in Psychology from Iona College, graduating cum laude.
Originally from Barranquilla, Colombia, Maria has lived in the United States for 17 years. Outside the office, she enjoys traveling, cooking, and running, and has a strong passion for painting.
