Maria Cross

Maria Cross Director of Operations and Client Relations As Director of Operations, Maria Cross plays a pivotal role in delivering the elevated service experience that defines Summit Advisory Group. Serving as a central point of coordination between clients and advisors, she ensures that every interaction is handled with precision, professionalism, and care – reinforcing the firm’s commitment to a seamless and highly personalized client experience. Maria brings extensive experience in financial services and administration, along with a strong operational mindset that supports the firm’s commitment to excellence. Her background as a licensed insurance professional provides valuable insight into the evolving needs of clients and the importance of adapting strategies through life’s transitions. Known for her meticulous attention to detail and proactive approach, Maria helps facilitate complex planning initiatives while maintaining the responsiveness and organization clients expect. Her role is instrumental in supporting both the advisory team and clients, allowing the firm to operate efficiently while delivering a consistently high standard of service. Maria takes pride in helping create an environment where clients feel supported, informed, and confident in every interaction with Summit Advisory Group. A lifelong Bergen County resident, Maria enjoys cooking, entertaining, and spending meaningful time with family and friends. Maria Cross is not registered to offer securities through Cambridge Investment Research, Inc.