Mary Norton, CFP®, MBA

Financial Advisor

Your goals — my focus. Let’s put strategies to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards achieving your established goals.

Prior to becoming a financial professional, she spent many years in corporate finance, starting her career in corporate treasury and cash management, then moving to investor relations.  During her time in the corporate business world, she gained experience in complex budgeting, forecasting, and strategic planning, all while gaining a working knowledge of the complexities of executive compensation. In 2011, she turned her focus to helping individuals and small business owners reach for financial freedom through comprehensive financial planning and personalized investment strategies.

Originally from Massachusetts, Mary moved to NC with her husband John and their two children in 2013.   She is still an avid Boston sports fan and loves spending time on Cape Cod.  However, she enjoys exploring the Carolina coastline with her camera in tow and loves the Carolina weather.

EDUCATION & CREDENTIALS

  • BSBA in marketing – Stonehill College
  • MBA in finance – McCallum Graduate School of Business at Bentley University
  • FINRA Series 7 and 65 securities registrations
  • NC and MA State insurance licensed for life, health, disability and annuities.

 

1392007-102020

 

Phone (919) 755-8692
Fax (844) 300-7528