Maggie Traverso, CFP®, AFIM™

Senior Vice President

Private Wealth Director

Maggie has been a part of the Riverview Trust Company team for over 15 years and is a Certified Financial Planner and Accredited Fiduciary Investment Manager.  She manages client investment portfolios and assists our clients with financial planning and advisory services. While Maggie leads our investment committee and is a major contributor to our firm’s investment philosophy, she loves problem solving and is deeply passionate about working with our clients to understand and address their unique set of needs and circumstances. 

Maggie is a member of the Southwest Washington Estate Planning Council and the Financial Planning Association of Oregon and Southwest Washington.  She sits on the board and finance committee of the Children’s Center, a mental health services agency serving children and families in Southwest Washington.

Maggie graduated Magna Cum Laude from Willamette University with a bachelor's degree in Spanish and minors in economics and politics. She is also a member of the Phi Beta Kappa Society.  Maggie holds an Executive Certificate in Financial Planning from the University of Portland, and is an honor graduate of the Cannon Financial Institute Investment Management School.

Maggie and her husband Joe enjoy spending time with their young daughter Ellie and their large extended families.  Maggie is an avid sports fan, loves to ski and spend time in the outdoors, and longs to travel more someday.  Currently she is loving watching her daughter grow and discover the wonder of the world around her.

Contact Information

[email protected]

Direct: 360.759.2441

Main: 360.693.7442

900 Washington Street, Suite 900
Vancouver, WA 98660

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