About
Mary has a decade of experience in the financial services industry. Immediately prior to joining Wealth Enhancement Group, she worked as an advisor at Merrill Lynch, helping clients to achieve their financial goals. Mary also has consulted financial advisors about the risks of retirement, especially for women, and educated them on retirement solutions that could benefit their clients. Mary brings comprehensive financial plans to clients that truly showcase how they can achieve goals related to retirement, college savings, estate planning, and other matters.
A native of Cincinnati, Ohio, Mary returned to the area in 2020 to be closer to her family. She is a member of the Junior League of Cincinnati who also enjoys volunteering, needlepoint and tennis.
Education
- BA, Trinity College
Resources from Mary Taliaferro
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation