portrait of Mary Cavanaugh-Marsh
FINANCIAL ADVISOR
Accepting New Clients
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About Mary

As a financial advisor, I believe it's essential to understand what's important to you and partner with you to help keep you on track. Working closely with you and your CPA, attorney(s) and other professionals, I can help you determine the most appropriate financial strategy for you, your family and your business. I can also help you with your retirement saving strategy, so you have more options when you retire, regardless of what you decide to do.

In 1980, I began my financial services career with a large bank. In 1993, I was hired by a national brokerage firm and became...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2009 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Backpacking
  • Golfing
  • Mountain Biking
  • Tennis
  • Traveling

Team Members

  • Kate Jent
    Sr. Branch Office Administrator
    FPQP®
  • Deb Vallow
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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