Mary Taliaferro
Financial Advisor
- Role
- Financial Advisor at Wealth Enhancement
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Sep 2023 — Present · Cincinnati, OH, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.
Education
The Seven Hills School
High School
2005 — 2009
Trinity College-Hartford
Bachelor's Degree
2009 — 2013
Skills
- Research
- Leadership
- Microsoft Office
- French
- Higher Education
- Analysis
- Editing
- English
- Data Analysis
- Nonprofits
- Finance
- Community Outreach
- Management
- Proposal Writing
- Fundraising
- Powerpoint
- Project Management
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