Mary 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 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.