Mary Thompson (CFP®, CIMA®)
Mary Thompson focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Mary specializes in guiding clients through the next chapter of their lives by balancing their financial and personal goals in a way that’s aligned with their values, passions and purpose.? Today, the typical retiree can expect to enjoy 20-30 years in retirement. Building a retirement plan that includes active engagement and purpose is just as important as building a retirement income plan.
If you’re not sure what’s next for you, but you know it isn’t traditional retirement, you’re not alone. Need a practical plan for moving forward? Feeling uncertain because you’re afraid to use what you’ve saved? I’m here to show there is a plain and simple way to address your financial needs. I will help you become the expert of your own financial future.
Additional Information
Mary started her career in the IT field, working for Putnam Investments for over 10 years. Mary was an Assistant Vice President responsible for the management of IT operations at the main headquarters in Boston and two international offices. She was the client services liaison between the Investment Management group and the IT division responsible for managing business partners' expectations for the implementation and delivery of new IT initiatives.
Mary received a Bachelor of Science degree in Mathematics with minors in Business and Computer Science from the University at Albany, SUNY. She holds the prestigious CERTIFIED FINANCIAL PLANNER TM certification. Mary is also a graduate of the Leadership Howard County, Premier Class of 2015.
Mary lives in Ellicott City, MD with her husband and two children. She is active in her community where she volunteers regularly.
NAPFA Start Date
August 23, 2019
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