Mary Sycamore

Mary Sycamore

Financial Advisor, CERTIFIED FINANCIALPLANNER™ practitioner at Seacoast Financial Planning
Boston, Massachusetts, United States

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Work Experience

Seacoast Financial Planning a private wealth advisory practice of Ameriprise Financial Services, LLC

Certified Financial Planner, Financial Advisor

2019-01-01 - Present

Morgan Stanley

Financial Advisor

2015-01-01 - 2018-01-01

Robertson Stephens Advisors LLC

Director of Fixed Income

2014-04-01 - 2015-01-01

Wells Fargo

Wealth Management, Senior Portfolio Manager

2007-02-01 - 2014-04-01

Wells Capital Management

Senior Fixed Income Portfolio Manager

1991-03-01 - 2007-02-01

Skills

education planning strategies financial planning investment management business retirement plans wealth preservation strategies charitable giving estate planning investment planning employer benefit review retirement planning intergenerational planning executive compensation & benefit strategies retirement plan income distributions tax planning strategies savings strategies family finances 401 planning retirement income strategies insurance planning employee stock options

Languages

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