Mary joined Baird’s Tampa office as a financial advisor in 1998 and has over 30 years of experience in the financial services industry. Her areas of expertise include:
- Investment consulting and portfolio management
- Wealth management in conjunction with Financial Planning
- Corporate and Executive Services
- 401(k)s
- Stock options
“My approach is to begin with the end in mind. The foundation of success begins with a plan. Once the clients’ Financial Plan has been established, we are then able to work toward developing the most appropriate investment strategy to help them achieve their long term goals and objectives.” Risk assessment is a key component in strategic planning and implementation. Our practice process is designed to review and monitor goals and objectives on an ongoing and systematic basis.
Mary attended the University of Maryland at Baltimore, and has also successfully completed the Investment Counsel Program sponsored by Baird at the University of Chicago Graduate School of Business.
Mary has lived in the Tampa area for over three decades, and enjoys outdoor activities in the Florida sunshine. In her free time she loves to spend time at the beach or out on the water. In the fall, Mary is also an avid fan of Sunday football.