Mary Dunne

"I believe that it is important to consider the full financial situation of the individual investor before making recommendations to their portfolio. My goal is to educate my clients to understand their investments and be comfortable that their level of risk aligns with their goals and objectives.

I have been registered in the securities industry since 1983 and have held a life and health insurance license since 1984. I had strong experience working with several financial services firms before establishing my own independent practice in 1996 with Linsco/Private Ledger, now know as LPL Financial. My primary focus is to help my clients pursue their financial goals using a wide selection of strategies. I also employ risk management strategies that may include life, disability and long term care strategies. I develop financial strategies that may include investment savings plans, wealth management portfolios and income for life strategies. I also work with small companies to develop retirement plans that best suit their company's needs.

My personal goal is to become a trusted advisor to my clients".