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Maree Moscati


Maree Moscati is nationally renowned within the financial services industry. For over thirty years she has assisted professionals like yourselves in reaching and exceeding goals by sharing her vast experience in our industry.

Maree is a graduate from Laboratory Institute in New York City with a degree in business and finance, and completed all certified financial planner courses at Florida State University. She holds FINRA Series 24, 7 & 63 licenses, as well as a Florida Life, Health & Variable Annuity license.

Her impressive career includes a succession of accomplishments on behalf of her employers and clients. In 1987 she was founding president of For Women Only, a Financial Awareness Program™. The company provided clients with assistance in making educated decisions relative to risk management, investment planning, the impact of taxation, retirement planning and ultimately the creation, conservation, and preservation of their wealth.

As group vice president for SouthTrust Securities, she developed an in-house training program for investment officers in life insurance sales that led the firm to record-breaking sales. Profit margins were boosted, and they achieved top performing sales in both Florida and California.

While she was senior vice president for South Financial Group, Maree's team achieved record earnings for the Florida market, beating an $8 million goal by 50 percent within her first year. Impressively, exceeding goals came with zero complaints and 100 percent compliance with SEC and NASD standards. Her leadership in setting clear policies and procedures, training all employees and monitoring performance was the key to these phenomenal results.

As an expert in turnarounds, Maree's tenure at Colonial Wealth Management and Trust transformed annualized revenue from $1 million to $178 million in just over a year. This incredible achievement was based on re-establishing damaged relationships with divisional presidents and forging new ones with attorneys and CPAs, increasing referrals to 50 percent of the business.

Today, Maree Moscati is the CEO of Copytalk, an innovative company that offers mobile dictation services for the busy professional. Her system improves documentation of sales calls, enhancing compliance, efficiency, and productivity.

She is a dynamic leader whose proven expertise in strategic planning, new business development, financial management, sales and marketing, team leadership, and business turnarounds make her a much sought after lecturer for the industry.

She's been featured on Good Morning America, the Travel Channel with Andrew Zimmern, Steve Crawley's Money ProNews Report and Focus on South Florida. Her articles on finance have appeared in the Sun Sentinel and Miami Herald. Among the many awards she has earned during her career, she has been recognized as one of the top women in finance.

Management Team