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As a CFP® professional I have been in the field of assisting clients pursue financial freedom since 1996. Doing business as a LPL Financial Advisor with Avidia Financial Services, my focus is to build lasting client relationships and assist in designing customized strategies for each clients' personal financial objectives. Utilizing an advice driven model, our team works with you during each stage of your life to develop and update your financial goals. Our practice focuses on working with individuals and business owners, divorced and widowed clients, executives and families. we have experience with dealing with the complexity of special needs dependents and seniors dealing with end of life planning. we offer my clients our knowledge and experience utilizing planning tools and the clients’ needs to develop a customized plan.   In order to best service our Clients' needs we work as a team.  The team consists of Mary McDonald and Margaret (Meg) Deane, Executive Financial Assistant.
 
We work with clients in all aspects of their financial needs. Clients consist of both bank relationships and outside community relationships. As a team, we take pride in providing exceptional client service. Areas of focus include, investment planning, estate planning strategies, & retirement planning. 

 

Mary McDonald

Financial Advisor

(978) 567-3645

(978) 293-0211

[email protected]

Mary holds multiple Securities registrations through LPL Financial. Series, 6, 63, 7, 65 and 24 - as well as LAH Insurance license through LPL Financial. Mary has obtained her CFP® certification., has a BS from Worcester State...

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Meg Deane

[email protected]

Meg has provided over 15 years of financial service support to the department. Meg obtained her Associate degree in Business from Becker Jr. College. Meg provides outstanding client service to our clients and assists in the transition...

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