Maria Fraile, Mba, Cepa®
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Maria Fraile, Mba, Cepa® Email & Phone Number

Eye Care industry focus: Helping business owners maximize the value of their companies, with an eye towards growth, successful exit, tax-efficiency, and legacy planning. at Raymond James
Location: Westport, Connecticut, United States 6 work roles 3 schools
1 work email found @raymondjames.com 1 phone found area 203 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email m****@raymondjames.com
Direct phone (203) ***-****
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Current company
Raymond James
Role
Eye Care industry focus: Helping business owners maximize the value of their companies, with an eye towards growth, successful exit, tax-efficiency, and legacy planning.
Location
Westport, Connecticut, United States
Company size
5 employees

Who is Maria Fraile, Mba, Cepa®? Overview

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Quick answer

Maria Fraile, Mba, Cepa® is listed as Eye Care industry focus: Helping business owners maximize the value of their companies, with an eye towards growth, successful exit, tax-efficiency, and legacy planning. at Raymond James, a company with 5 employees, based in Westport, Connecticut, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 203, and a matched LinkedIn profile for Maria Fraile, Mba, Cepa®.

Maria Fraile, Mba, Cepa® previously worked as Financial Advisor at Raymond James and Owner at Tapas Box. Maria Fraile, Mba, Cepa® holds Mba, Entrepreneurship And Innovation from Mit Sloan School Of Management.

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Email format at Raymond James

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*@raymondjames.com
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Profile bio

About Maria Fraile, Mba, Cepa®

Every day, I am grateful I have a career that allows me to make a positive impact on people’s lives. Being a fiduciary financial advisor makes me so happy – I put what’s best for my clients first. I love the peace of mind that comes from knowing my career is aligned with my values.It’s a privilege to help clients pursue their life goals through prudent planning, saving, investing and strategic tax and estate planning advice. I’m passionate about inspiring teens that financial independence is possible. I love to teach the basics of financial management to local high school students. I explain the importance of saving, investing and sharing the money they earn. The power of compound interest is a real eye-opener!. I’m happily married and I’m the proud mother three girls, who I am raising to be independent thinkers and valuable contributors to the world.

Listed skills include Wealth Management, Financial Planning, and Investments.

Current workplace

Maria Fraile, Mba, Cepa®'s current company

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Raymond James
Raymond James
Eye Care industry focus: Helping business owners maximize the value of their companies, with an eye towards growth, successful exit, tax-efficiency, and legacy planning.
Toronto, ON
Website
raymondjames.ca
Employees
5
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6 roles

Maria Fraile, Mba, Cepa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Raymond James

St. Petersburg, Florida, US

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.

May 2017 - Present

Owner

Tapas Box
  • Conceptualized and launched fast casual tapas business, making delicious and healthy food from Spain available to the broad US consumer at an affordable price and to enjoy on the go.
  • Achieved profitability within months of launch using a nimble test driven approach.
  • Created additional source of revenue, by developing a frozen version of the signature tapa. Tested product, designed package, and got distribution at local grocery store.
Nov 2014 - Nov 2016

Associate Brand Manager - French'S And Frank'S Redhot Brands

Rb

Slough, Berkshire, GB

  • Led concept definition and flawless execution of integrated marketing campaign (radio + digital + in store, etc.) that resulted in +13% Net Revenue growth and +70 bps Market Share growth.
  • Influenced allocation of marketing budget by providing optimized marketing mix recommendation based on complex ROI analysis of several support elements (radio, FSIs, social media, etc.).
  • Managed several flagship projects, working closely with agencies and cross-departmental teams to develop customer tailored programs that generated incremental Net Revenue.
  • Developed Brand Blueprint that resulted in brand repositioning, new package, and updated core communication.
Apr 2012 - Nov 2014

Associate Manager - Global Digital Strategy And Analytics

Avon

Northampton, GB

  • Co-built Global Mobile Strategy: assessed competitive landscape, prioritized activities for mobile deployment, specified apps’ functionalities and identified pilot markets.
  • Led two strategic projects, from conception to execution, to equip 30+ markets with tools to maximize field activity and optimize revenue from online offers. Set project vision and defined prototype functionalities.
  • Pioneered Avon’s social network business impact measurement, showing double-digit impact on retention and productivity among new representatives.
Sep 2010 - Apr 2012

Client Advisor

Ubs Wealth Management

Zurich, CH

  • Built strong client relationships – retained $25M from previous customers and built it up to $60M in two years
  • Designed and optimized unique asset allocation strategies for 50 investment portfolios worth $55M
  • Increased team revenues by 30% by tailoring and pitching innovative investment solutions to customers
Jul 2006 - Jul 2008

Client Advisor

Morgan Stanley

New York, NY, US

  • Built $50M client portfolio from $10M, through direct contact with existing and potential individual investors
  • Trained new employees on finance concepts, client relationship management, and sales techniques
  • Performed oral presentations of market views and contrasted sales perspectives to peers at morning meetings
Jul 2002 - Jul 2006
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

MH Mark Halliday, Cams Mark Halliday, Cams Colleague at Raymond James Clearwater, Florida, United States, United States View → JP Julia Prisco, Cfp®, Cdfa® Julia Prisco, Cfp®, Cdfa® Colleague at Raymond James New York City Metropolitan Area, United States, United States View → MM Michael Morris Michael Morris Colleague at Raymond James Nashville, Tennessee, United States, United States View → JG Jeffrey Gilbert Jeffrey Gilbert Colleague at Raymond James Greater Richmond Region, United States, United States View → JP Julie Pinkowski Julie Pinkowski Colleague at Raymond James St Petersburg, Florida, United States, United States View → GL Gary Long Jr Gary Long Jr Colleague at Raymond James Tampa, Florida, United States, United States View → VR Venkata Ramana Rao Thota Venkata Ramana Rao Thota Colleague at Raymond James St Petersburg, Florida, United States, United States View → SB Shaan Bharwani Shaan Bharwani Colleague at Raymond James London, England, United Kingdom, United Kingdom View → SB Sean Bates, Aif® Sean Bates, Aif® Colleague at Raymond James Houston, Texas, United States, United States View → CB Courtney Bohm Courtney Bohm Colleague at Raymond James Greater Phoenix Area, United States, United States View →
3 education records

Maria Fraile, Mba, Cepa® education

Mba, Entrepreneurship And Innovation

Mit Sloan School Of Management

Master’S Degree, Finance

Universidad Pontificia Comillas

Bachelors, Economics

Universidad De Salamanca
FAQ

Frequently asked questions about Maria Fraile, Mba, Cepa®

Quick answers generated from the profile data available on this page.

What company does Maria Fraile, Mba, Cepa® work for?

Maria Fraile, Mba, Cepa® works for Raymond James.

What is Maria Fraile, Mba, Cepa®'s role at Raymond James?

Maria Fraile, Mba, Cepa® is listed as Eye Care industry focus: Helping business owners maximize the value of their companies, with an eye towards growth, successful exit, tax-efficiency, and legacy planning. at Raymond James.

What is Maria Fraile, Mba, Cepa®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Maria Fraile, Mba, Cepa® at Raymond James.

What is Maria Fraile, Mba, Cepa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 203 for Maria Fraile, Mba, Cepa® at Raymond James.

Where is Maria Fraile, Mba, Cepa® based?

Maria Fraile, Mba, Cepa® is based in Westport, Connecticut, United States while working with Raymond James.

What companies has Maria Fraile, Mba, Cepa® worked for?

Maria Fraile, Mba, Cepa® has worked for Raymond James, Tapas Box, Rb, Avon, and Ubs Wealth Management.

Who are Maria Fraile, Mba, Cepa®'s colleagues at Raymond James?

Maria Fraile, Mba, Cepa®'s colleagues at Raymond James include Mark Halliday, Cams, Julia Prisco, Cfp®, Cdfa®, Michael Morris, Jeffrey Gilbert, and Julie Pinkowski.

How can I contact Maria Fraile, Mba, Cepa®?

You can use AeroLeads to view verified contact signals for Maria Fraile, Mba, Cepa® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Maria Fraile, Mba, Cepa® attend?

Maria Fraile, Mba, Cepa® holds Mba, Entrepreneurship And Innovation from Mit Sloan School Of Management.

What skills is Maria Fraile, Mba, Cepa® known for?

Maria Fraile, Mba, Cepa® is listed with skills including Wealth Management, Financial Planning, and Investments.

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