Mary-Lou McCarthy

With over 35 years of experience in financial services and 22 years as a trusted financial adviser, I bring a wealth of knowledge and insight to every client relationship. Throughout my career, I have worked across diverse areas of financial planning, but I have found my greatest impact lies in helping clients prepare for retirement and optimize their retirement strategies. Guiding individuals and families through this critical stage of life is not just my expertise—it’s my passion.

I take pride in building strong, personal connections with clients, understanding their unique goals, and crafting tailored strategies that empower them to achieve both their financial security and personal aspirations. For me, financial planning is more than numbers; it’s about creating confidence and peace of mind for the future.

Outside of work, I embrace life with the same enthusiasm I bring to my profession. I’m an avid traveler—Italy is my favorite country, and Rome holds a special place in my heart. I love spending time outdoors, whether it’s relaxing at the beach, paddle boarding, or staying active through hockey and fitness. Family and friends are at the center of my life, and I cherish every opportunity to share experiences and create lasting memories.