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OUR TEAM

Marianna G. Toudouze

Financial Services Administrator

Marianna Toudouze has served ZT Wealth Advisory as a Financial Services Administrator and Compliance Manager since 2010.  A veteran of the financial industry as well as client relations and compliance, Ms. Toudouze helps with client, compliance, and trading support and plays a central role in administering compliance regulations, providing service to clients, processing trades, conducting client performance reviews, assisting with implementation of proposal for clients, and keeping in daily contact with clients, the trade desk, and the back office. Prior to joining ZT, she worked as a Registered Client Service Associate and Tech Analyst for UBS in their Financial Services and PrivateWealth Management Divisions, where she assisted in maintaining management systems, educated clients, helped with the preparation of reports and other materials for client meetings, collected documentation for opening new accounts and service requests, Processed Rule 44 documentation and trades, and much more. She also worked as a Case Manager for Lincoln Financial Advisors and as a Compliance Administrator for MBM Advisors. Ms. Toudouze began her career in finance as a Technical Analyst and Sales Associate with Smith Barney, Inc. in Beaumont. She studied business administration at Texas A&M University in Kingsville, Texas as well as at the University of Phoenix in Houston and holds Series 7, 65 and 66 licenses from FINRA.