Maria King
President, Founder at Transcend PM | Greater Boston
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Maria King is a seasoned leader in practice management, currently serving as the President and Founder of Transcend PM, a consultancy dedicated to empowering independent financial advisors. With over 20 years of experience in the financial services industry, Maria has honed her expertise in strategic planning, business coaching, and leadership development, making her a sought-after partner for advisors looking to elevate their practices. At Transcend PM, she specializes in designing customized consulting and coaching solutions that not only transform business operations but also invigorate the advisors' vision for their future.
Under Maria's leadership, Transcend PM has launched several key projects aimed at enhancing the growth trajectories of multi-million dollar advisory firms. These initiatives focus on critical areas such as goal setting, exit strategies, and cross-functional coordination, ensuring that clients can navigate the complexities of the financial landscape with confidence. Maria’s approach is deeply rooted in collaboration, as she works closely with advisors to identify their unique challenges and opportunities, crafting tailored strategies that align with their individual goals.
Maria's commitment to the success of her clients is evident in her hands-on coaching style, which emphasizes practical, actionable insights. Her extensive knowledge of securities, investments, and asset allocation further enriches the consulting experience, allowing her to provide well-rounded guidance that addresses both immediate needs and long-term aspirations. As a thought leader in the industry, Maria is passionate about helping advisors define their own paths and succeed on their own terms, making a lasting impact on the financial advisory landscape.
President, Founder at Transcend PM in January 2021 to Present
Senior Vice President, Practice Management at Commonwealth Financial Network in January 2018 to November 2020
Vice President, Practice Management at Commonwealth Financial Network in May 2013 to December 2017
Director, Practice Management at Commonwealth Financial Network in October 2009 to May 2013
Manager, Practice Management at Commonwealth Financial Network in May 2007 to October 2009
Practice Management Consultant at Commonwealth Financial Network in May 2003 to May 2007
Trainer at Commonwealth Financial Network in October 2000 to May 2003
Manager and Trainer, Retirement Plan Services at MFS Investment Management in May 1996 to September 2000
Manager and Registered Representative, Shareholder Communications at Scudder, Stevens & Clark in March 1987 to December 1994
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Practice Management
Business Coaching
Conference Speaking
Writing
Leadership Development Coaching
Succession Planning
Business Planning
Strategic Planning
Wealth Management
Securities
Mutual Funds
Investments
Asset Allocation
Executive Coaching
Public Speaking
Presentation Skills
Active Listening
Small Business Consulting
Series 6
Series 63
FINRA
Series 26
Certified Predictive Index analyst
Certified Kolbe Index analyst
Business Consulting
Workshop Facilitation
Goal Setting
Exit Strategies
Cross-functional Coordination
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Discover more about Transcend PMWhat is Maria King email address?
Email Maria King at [email protected]. This email is the most updated Maria King email found in 2026.
What is Maria King phone number?
Maria King phone number is +19785051528.
How to contact Maria King?
To contact Maria King send an email to [email protected]. If you want to call Maria King try calling on +19785051528.
What company does Maria King work for?
Maria King works for Transcend PM
What is Maria King's role at Transcend PM?
Maria King is President, Founder
What industry does Maria King work in?
Maria King works in the Financial Services industry.
Maria King Email Addresses
Maria King Phone Numbers
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