Meet Our Team
In the investment world, like weather on an ocean, there are always changes, and it’s important to have an experienced ship captain to help navigate towards the chosen destination. In my twenty-five years as a Financial Advisor, I’ve seen both calm and stormy seas as the markets have fluctuated. Throughout, I’ve remained committed to helping my clients steer through these market conditions.
As I get to know new clients, I work to understand the scenario that they consider their destination. Their financial objectives may include saving to send children to college, buying a second home, travel, and planning for retirement. Once they’ve set priorities and identified their goals, I help them create a plan focused on achieving these goals.
Sometimes a client’s plan requires a course correction as unanticipated needs arise. I enjoy working with them to address problems, steer around potential obstacles and stay focused on their target destination. While I can’t control market activity, I can tweak our strategy to help yield the best possible results. It is very gratifying to see clients with whom I have long-term relationships reach their retirement goals.
In addition to working with clients as a Financial Advisor, I serve as Branch Manager of the Manchester and Portland branches of Wells Fargo Advisors. As new employees join us, I mentor them to be reliable and knowledgeable professionals. As with my clients, I am here to guide them along the way.
Outside of the workplace, I volunteer with several organizations including the Children’s Hospital at Dartmouth, Swim with a Mission, Greater Manchester Chamber of Commerce, the Manchester Development Corporation and Holy Cross Alumni Association. I also enjoy spending time with my two amazing daughters.
CA State License
OH90343
Mary Cronin
Senior Registered Client Associate
Email Address
mary.cronin@wellsfargoadvisors.comPhone Number
(603) 644-0625Mary joined Wells Fargo Advisors in 2013 after working for Morgan Stanley and its predecessor firms. For 36 years she has been assisting successful advisors by providing excellent client assistance in various phases of financial services. This includes fundamental client support in their day to day needs.
She enjoys getting acquainted with her clients and forming strong relationships. Mary’s attributes are loyalty, hard work, flexibility and client service.
Some of her proudest endeavors are her level of commitment to people, longevity in her work and the lasting relationships she has formed.
Mary has her Series 7, 63 and 65 securities registrations as well as her New Hampshire life and health insurance licenses.
Mary lives in Goffstown with her husband Paul. During her free time she enjoys cooking and entertaining family and friends as well as travelling, mountain climbing and snowshoeing
Sarah Munson, CFP
Executive Director
Email Address
Sarah.munson@wellsfargo.comPhone Number
(203) 900-3636Sarah is a senior wealth strategist with Wells Fargo Bank within Wealth & Investment Management supporting the Northeast Division. Sarah has more than 20 years of experience in financial services working with clients to help develop customized wealth plans and recommend solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics, and is a regular presenter on education calls to her colleagues.
Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER™ professional designation.
In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY with her husband and two teenage children.
Certificates
CFP
William Donahue
Executive Director
Email Address
william.t.donahue@wellsfargo.comPhone Number
(203) 561-3359