Clients have been entrusting their assets to Mary since she joined Merrill Lynch in 1981. She diligently works with individuals and families and demonstrates the professionalism and compassion required to understand their needs and desires. Mary is adept at helping clients who may not have the time or inclination to immerse themselves in the day-to- day investment process to build, manage and preserve their wealth so that they can live the life they envision.
She believes her dedicated work ethic and caring nature are two of the many reasons several of her client relationships span two or three generations of a family. Mary’s goals are to exceed their expectations with exceptional service and personalized attention as well as to be a financial advocate and collaborator in matters large and small. Mary dedicates much of her time learning about her clients’ current needs, concerns and future aspirations. Backed by the vast resources and investment insights of Merrill Lynch and the banking strength of Bank of America, she develops strategies and solutions for the various life scenarios clients may face.
Mary possesses the academic and professional credentials and training necessary to address and educate clients on a wide variety of wealth management strategies. These pursuits help her stay abreast of new ideas and important industry trends to prepare for potential events that may affect clients’ financial situations. Her long tenure in the industry has given Mary invaluable insights that she applies in helping clients navigate the ever-changing investment environment.
Mary graduated from the University at Albany in New York with a Bachelor’s degree in Finance. She successfully completed the Merrill Lynch Financial Advisor’s Leadership Program at The Wharton School of Business and participated in an executive symposium at the Harvard University Extension School. Mary served a term on the Financial Advisory Council to Management at Merrill Lynch and is a past member of the Managed Solutions Advisory Board. She is a member of Merrill’s Advisor Growth Network. She sits on the Finance Council at Ascension Parish in Sudbury and is a member of the Lincoln Sudbury Scholarship Fund committee. Mary is a contributor to the MetroWest Daily News, Boston.com and Wall Street Journal online.
Mary has four children and resides in Sudbury, Massachusetts.
