PershingMy Investment Accounts and StatementsGOMorning StarMy Total PortfolioGOMoney Tree Financial PlanningMy Financial PlanGOSharefileMy Shared DocumentsGOSCHEDULE A MEETING WITH MARYClick below and find a convenient time for a virtual session or send her a note.SCHEDULE ONLINE858.487.5195DOWNLOADSFiduciary 101The State of Financial Planning in AmericaNAPFA Guide to Finding a Financial PlannerComprehensive Financial Advisor DiagnosticNAPFA Compensation and Fee DeclarationThe Social Security Handbook
