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Mary E. Winand, CFP®

Director of Financial Planning
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Mary is a 2016 graduate of York College of Pennsylvania earning her BS Degree in Finance. During her final spring semester, she interned at the Financial Advisory Group and was offered a full-time position as a Financial Planner Trainee upon graduation. In addition, she coordinates our client events. Mary holds the FINRA Series 7 and 66 licenses registrations through LPL Financial and earned her CFP® certification in 2019 through The American College. She is a current member of the Financial Planning Association (FPA), and an active committee member with the American Heart Association’s “Go Red” events. Mary resides in Hanover with her husband, Luke.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through The Financial Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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