Mary Rocca, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Sustainable investing
  • Domestic Partner Finances

About Mary

I love working with clients to help them define and reach their financial goals. Those goals may include planning for retirement, saving for a special purpose or protecting the wealth you've worked hard to build. We will partner together to develop a strategy and help make sure you stay on track. My clients have told me that they find value in our collaborative process. Along the way, you can expect excellent customer service and deep resources to bring you the most current financial guidance.

I chose this career because I have a passion for making a difference in people's lives. My...

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Loyola University MarylandMaster of Business Admin

Personal Interests

  • Pets
  • Gardening
  • Outdoor Enthusiast
  • Home Décor

Team Members

  • Cynthia Pohl
    Branch Office Administrator
  • Brenda Williams
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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