Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For more than 30 years, Mary Jo has led her team’s spirited commitment to provide a loyal and accomplished clientele with intellectual rigor, fully customized strategies, and attentive, caring service. A hallmark of Mary Jo’s philosophy is staying on top of clients’ lives and on the cutting edge of the firm’s research, resources and technology – allowing her to bring clients the very latest in enlightened perspectives and time-saving techniques.
Mary Jo measures her own aptitude not in client assets, but in her ability to address the sophisticated and specialized financial requirements of wealthy clients and their families. Mary Jo’s personal joy comes when clients tell her of goals they’ve achieved thanks to her ongoing commitment to their financial health and emotional wellbeing.
Highly credentialed, Mary Jo is a lifetime learner who finds that her rigorous industry training drives her ability to bring clients an extra measure of knowledge and insight. She holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ taught in conjunction with the University of Pennsylvania's Wharton School of Business. She also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Previous to earning those designations, Mary Jo completed the “Preparing for Tomorrow Program” at the Dartmouth University's Tuck School of Business.
Mary Jo is a Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.
Mary Jo’s reputation extends beyond her loyal clientele. In 2006, she began being seen and heard across the country as a "Nationally Syndicated Recurring Financial Contributor" on ABC, NBC, CBS, Fox and CN8 news programs. In 2010, Mary Jo also provided daily stock market updates on KYW 1060AM radio in Philadelphia. Additionally, Mary Jo is held in high regard by the firm – having been a panelist and speaker at several Merrill Lynch's National Symposium Conferences.
Locally, Mary Jo is generous with her time and resources. Especially proud of holding board positions at St. Matthews Church & Montgomery School, Mary Jo has also volunteered since 1995 in the Guest Chef Program at the Ronald McDonald House in Philadelphia. And since 1995, Mary Jo has served on the Merrill Lynch Faculty – training financial advisor nationwide on how to how to improve the experiences they deliver to clients.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
San Diego State University
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.