Maggie Traverso, CFP®, AFIM™

Maggie Traverso has been with Riverview Trust Company for more than 20 years and serves as a Certified Financial Planner and Accredited Fiduciary Investment Manager. She leads the Private Wealth Management team, advising high-net-worth clients on financial planning and investment management, and plays a key role on the firm’s Investment Committee. Maggie is known for her thoughtful, problem-solving approach and her commitment to earning clients’ trust.

After graduating from Willamette University in 2001, Maggie began her career at Riverview and has held roles ranging from administrative assistant to private wealth relationship manager. Her broad experience has been instrumental in developing the firm’s Private Wealth Management practice. She also holds an Executive Certificate in Financial Planning from the University of Portland, is an Honor Graduate of the Cannon Financial Institute Investment Management School, and is active in the community through professional associations and service on the board and finance committee of the Children’s Center.