Meet Our Team
Operations and Account Advisor
A Florida native at heart, Steven Maravi was born in Los Angeles, California, but moved to the sunshine state with his family as a child. With a degree in Business Finance from Florida International University, Steven’s desire to enter the finance industry was inevitable.
He began his career with Raymond James, where he perfected his client service, research, and operational skills. His performance and positive attitude led him to pursue his Series 7 and 63 licenses, as well his FL 215 Life, Health, and Variable Annuity licenses. Following his experience with Raymond James, Steven went on to work for Ameriprise as a para planner and customer service manager.
Here at DTY Wealth Planning Solutions, Steven plays an intricate role as the Operations Specialist and Account Advisor to all of our clients. His primary objective is to oversee, maintain, and process the transactions associated with our clients’ accounts. His strong work ethic and friendly, relaxed demeanor compliments DTY Wealth Planning Solutions’ culture.
Steven is fluent in Spanish and has spent time traveling throughout South America. When he is not traveling or in the office managing client accounts, he is typically at home managing his household of four, which includes his wife, daughter and dog, Rocky. You can often find Steven and his family outdoors, fishing.
Certified Tax Preparer
Originally from New York, Marguerite is a highly skilled and accomplished tax preparer. With nearly 30 years of experience, she has been providing her expertise and services to countless individuals, families and businesses.
Highly educated with a strong background in Business Administration and Management, Marguerite was accepted into the National Society of Public Accountants and exceeded all IRS suitability tests. She is also an experienced bookkeeper and enjoys reading and traveling.
As a qualified tax professional, Marguerite can help you REDUCE your taxes in the most effective manner, while providing insight and strategies to maximize these savings. From small businesses to high net worth individuals, her expertise is beneficial to all.