Mary Ann began her financial services career in 1978, as a Registered Representative with a regional investment firm, and later, as an Executive Vice President and Principal with a local investment firm.
In 1989, she joined Hefren-Tillotson as a Registered Paraplanner (RP). Mary Ann’s career flourished, as a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Representative and a Senior Vice President. She is Life, Health and Variable Annuity licensed.
When she joined Hefren-Tillotson, Mary Ann also established herself as an integral part of the team at The Meredith Group at Hefren-Tillotson.
In addition, Mary Ann is the distinguished producer of “Your Money & You,” heard on NewsRadio AM 1020 KDKA and 100.1 FM KDKA every Sunday morning. She is featured on the show’s “Ask the Advisor” segment and the daily stock reports.
“Occasionally, I also become Jim Meredith’s sidekick,” Mary Ann says.
Devoting most of her time to advising individuals in the areas of financial and estate planning, Mary Ann offers assistance defining clients’ objectives, meeting their goals, and ultimately charting their course to enjoying the long-term benefits of their financial security. She brings a common-sense approach to investing.
Mary Ann prides herself as a client advocate and go-to person for clients in need. She has worked closely with divorced individuals and testifying as an expert witness in divorce hearings.
Mary Ann is an active member of the Financial Planning Association.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Send Message