Mary E. Flanigan is an experienced and dedicated professional, responsible for providing portfolio performance analysis, asset allocation, and investment selection and research for Windsor Private Wealth’s investment models. As a CERTIFIED FINANCIAL PLANNERTM professional, Mary also plays a central role in developing and implementing customized financial plans for the team’s high-net- worth clients.
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.
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.