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 Counselor-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 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. Mary Jo has also been named to Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list in 2019* (published on October 3, 2019. Rankings based on data as of Mar 31, 2019.)

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 Faculty – training financial advisor nationwide on how to how to improve the experiences they deliver to clients.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published on October 3, 2019. Rankings based on data
as of Mar 31, 2019.

Data provided by SHOOK^™ Research, LLC. SHOOK^™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information see SHOOKresearch.com. All rights reserved. Rankings and recognition from Working Mother/ SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.