“The foundation of success begins with a plan. Once your financial plan has been established, we are then able to work toward developing the most appropriate investment strategy to help you achieve your long-term goals and objectives.”
Mary joined Baird’s Tampa office as a Financial Advisor in 1998 and has more than 30 years of experience in the financial services industry. Her areas of expertise include investment consulting, portfolio management, financial planning and corporate and executive services, including 401(k)s and stock options.
Mary attended the University of Maryland at Baltimore and has also 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 two 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 and is an avid fan of Sunday football.