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.

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Mary Norton, CFP®, MBA

Financial Advisor

Hailing from the world of corporate finance, Mary started her career in corporate treasury and cash management before moving to investor relations. Her experience working with complex budgeting, forecasting and strategic planning made her a master of managing the complexities of executive compensation. In 2011, she narrowed her focus to helping individuals and small business owners reach financial freedom through comprehensive financial planning and personalized investment strategies.

Originally from Massachusetts, Mary and her husband John moved with their two children to North Carolina over a decade ago. While she still roots for the Sox and loves spending time in Cape Cod, you’ll often find her wandering the coast of Carolina with a camera in tow, and soaking up the warmer weather.

Mary’s credentials include a BSBA in Marketing from Stonehill College, and an MBA in finance from the McCallum Graduate School of Business at Bentley University. She is licensed with FINRA Series 7, Series 65, and is NC and DC State insurance licensed for life, health, disability, and annuities.

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