Mary’s objective is to help clients and their families think about, prioritize and pursue their financial goals. Her comprehensive investment planning integrates clients’ goals with their lives, taking into consideration a broad range of “real-life” situations that affect financial position, such as planning for retirement, college savings, estate planning and charitable contributions.
During a 10-year career in Finance at Procter & Gamble, Mary developed valuable proficiencies which she utilizes with clients: financial analysis skills, decision-making capability and long-term strategic planning acumen. Her clients include P&G employees and alumnae, international families and women who have started their own businesses. P&G clients benefit from her expertise in P&G compensation and retirement plans, including stock options.*
Her boutique practice, with investing for women as a particular niche, allows her to serve few clients extremely well.
Mary earned a degree in Economics from the University of Notre Dame. She and her family reside in Hyde Park. She serves on the Ursuline Academy Foundation Board and is President of Children’s International Summer Village for Cincinnati.
*P&G has been listed here based on the objective criteria that Mary and many of Mary’s clients are current or former employees with the company. It is unknown whether the listed clients approve or disapprove of the investment advisory services provided.
mherrington@bkwealth.com