Maria Luoni is an associate at YellowWood Wealth Solutions, LLC, where she focuses on building strong relationships and creating personalized financial strategies that reflect each client’s goals and life dynamics. With a client-first mindset, Maria is passionate about helping individuals navigate the path to—and through—retirement. To her, every client interaction matters.
Maria holds FINRA Series 7, 63, and 65 licenses, as well as her life insurance license. She began her financial services career several decades ago with First Union Bank in Springfield, Virginia, and her growing passion for investment management led her to the bank’s headquarters in Charlotte, North Carolina. Over the years, she has held roles in investment analysis, financial planning, and income distribution at several Fortune 100 companies including Vanguard, TIAA and Morgan Stanley.
Originally from Alexandria, Virginia, Maria has called Charlotte home since 1996. She earned a bachelor’s degree in business administration with a concentration in finance from James Madison University. Born in Buenos Aires, Argentina, and raised abroad—including time in Brazil, London and Belgium—Maria brings a global perspective and genuine curiosity to every client relationship.
She lives in south Charlotte with her husband of 22 years, their soon to be college bound daughter, and two dogs, Guinness and Penny. She’s also a proud “Mimi” to two grandchildren who live nearby with her stepson and daughter-in-law. In her free time, Maria enjoys traveling, watching her daughter play club volleyball, and squeezing in a game of pickleball whenever she can.
