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Meet the Team Series: Mary Flanigan

Meet the Team Series: Mary Flanigan

January 13, 2023

Meet Mary! 
 

Meet the Team Series: Mary Flanigan

Mary Flanigan is a Certified Financial PlannerTM and Wealth Strategist at Windsor Private Wealth. Mary has been a member of Windsor Private Wealth team since 2003, and she held a variety of other client service positions earlier in her career. She is responsible for providing portfolio performance analysis, asset allocation, and investment selection and research for Windsor Private Wealth’s investment models. As a CFPTM professional, Mary also plays a central role in developing and implementing customized financial plans for the team’s high-net- worth clients. Mary earned a Bachelor of Science in business administration with a concentration in finance from The University of Vermont. She also holds her FINRA Series 7, 63, and 65 licenses, as well as health and life insurance licenses. She lives in Hingham, MA, with her husband and three children.

Mary loves spending time with family & friends, and traveling to Vermont, Cape Cod, and Florida. She enjoys getting outdoors by skiing in the winter and joining road races during the warmer months of the year. In 2023, Mary is hoping to explore some new destinations and find fun new activities to enjoy with her family.