Mary is a fee-based LPL Investment Advisor Representative and Wealth Manager with over 45 years of expertise in investments and insurance. She provides personalized financial planning, helping clients navigate key life goals like retirement income, college funding, and estate planning. Mary recommends diversified strategies designed to balance both short- and long-term objectives, incorporating sound investment alternatives tailored to the unique needs of each client and their family. She also closely monitors clients' portfolios, ensuring their financial strategies remain aligned with the ever-evolving global economy.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Investment Advisor Representative with LPL Financial—an independent broker-dealer in Boston, MA—Mary holds Series 7, 63, and 65 securities registrations through LPL Financial. She is also licensed in Life and Health Insurance, as well as Property & Casualty Insurance.
Mary began her career with State Farm Insurance as a licensed Property and Casualty representative. She later earned her CFP® designation and has been helping clients with their wealth management needs.
On the personal front, Mary has been married to her husband Philip for over 45 years. They are proud parents of three daughters and doting grandparents to seven grandsons. Mary is actively involved in her parish, serving on the Investment committee, and contributes to various community ministries. She also supports the music programs at Morris Knolls High School, with a particular affection for the marching band. In her free time, she enjoys reading epic novels, writing, singing, and keeping up with NFL football and Syracuse University basketball.