Mary Thompson
Financial Advisor, Buttonwood Financial Advisors
- Role
- Financial Advisor at Buttonwood Financial Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Mary Thompson
Becoming a financial advisor was a career change for me. I started out in the IT field…
Experience
Financial Advisor
May 2024 — Present · Washington, DC, US
Education
College for Financial Planning
CFP® Certification Professional Education Program
2009 — 2010
The University of Chicago Booth School of Business
Certified Investment Management Analyst Certificate Program, Investment Management
University at Albany
Bachelor of Science (B.S.), Mathematics,Computer Science, and Business
1983 — 1987
Leadership Howard County
Leadership Premier
2014 — 2015
The American College of Financial Services
Chartered Advisor for Senior Living (CASL®)
2011 — 2012
Skills
- Financial Analysis
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Investment Management
- Wealth Management
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