Maria Cole serves as the Client Service Coordinator at Pacific Capital, where she ensures that every client family receives seamless, responsive service across every interaction with the firm. Maria sets the tone for the level of care and attention that defines the family office experience.

With nearly 20 years of experience in the financial industry, including an extensive tenure at Merrill Lynch, Maria brings a deep understanding of what high net worth families expect from their advisory team. She is known for her warm, attentive approach and her ability to anticipate client needs before they arise, ensuring that every request is handled with precision and follow through.

Maria is currently pursuing her Chartered Financial Consultant (ChFC®) designation, further deepening her expertise and reinforcing her dedication to the families she serves. She understands that financial planning is deeply personal, and she takes great pride in creating a trusted, welcoming experience at every touchpoint.

A Southern California native and proud mother of four, Maria loves cooking, spending quality time with her family, and enjoying the outdoors. The beach is her favorite place to relax and recharge.

Maria understands that financial planning is deeply personal, and she takes great pride in creating a welcoming, trusted experience for every client she works with.

Outside the office, Maria loves cooking, spending quality time with her family, and enjoying the outdoors. The beach is her favorite place to relax and recharge. We’re thrilled to have her as part of our team and know you’ll enjoy working with her as much as we do.