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Maria Blet

Maria Blet

Managing Director
KR Financial Services, Inc.  

Maria joined KR Financial Services, Inc. as Managing Director in January 2011.   Her responsibilities are in three major focus areas:  1-Enhancing investment advisory and administrative services, 2-Building and serving their client base and 3-Callibrating training and client service processes.  

Maria was a Senior Vice President at Northern Trust, N.A. (26 years) and Wells Fargo Philanthropic Services (4 years) where she was responsible for serving large and highly sensitive clients.  She worked closely with individuals, personal & irrevocable trusts, foundations & charitable trusts, non-profit & institutional, individual retirement and agency accounts.   She provided administrative, charitable, family, investment, board governance and fundraising consulting.  Maria has the highest level of client service delivery and has assisted clients with personal income, gift, estate and fiduciary transfer tax planning as well as planning related to charitable trusts and gifting techniques.  During her tenure, Maria also served in a variety of management roles with supervisory and management responsibilities.
She graduated with a Bachelors of Science from Barry University and earned the Certified Trust and Financial Advisor [CTFA] designation.

Maria joined KR Financial Services, Inc. as Managing Director in January 2011.   Her responsibilities are in three major focus areas:  1-Enhancing investment advisory and administrative services, 2-Building and serving their client base and 3-Callibrating training and client service processes.  

Maria was a Senior Vice President at Northern Trust, N.A. (26 years) and Wells Fargo Philanthropic Services (4 years) where she was responsible for serving large and highly sensitive clients.  She worked closely with individuals, personal & irrevocable trusts, foundations & charitable trusts, non-profit & institutional, individual retirement and agency accounts.   She provided administrative, charitable, family, investment, board governance and fundraising consulting.  Maria has the highest level of client service delivery and has assisted clients with personal income, gift, estate and fiduciary transfer tax planning as well as planning related to charitable trusts and gifting techniques.  During her tenure, Maria also served in a variety of management roles with supervisory and management responsibilities.

She graduated with a Bachelors of Science from Barry University and earned the Certified Trust and Financial Advisor [CTFA] designation.