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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ann Doherty is a financial advisor at Gries Financial Partners. Mary Ann has been in the industry since 1985 and is registered in Ohio. Mary Ann has a variety of experience, including working at Baker & Co., Incorporated and McDonald Investments Inc. Mary Ann has a Series 7, Series 55, and Series 63 license. She is a Certified Financial Planner. Mary Ann specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Gries Financial Partners is a fee-only firm. They provide financial planning services, portfolio management for individuals and businesses, and pension consulting. They work with a variety of clients, including individuals, families, businesses, and charities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Personal trustee services, bill pay, and tax prep assistance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
1
2
OH
11/23/2009 - Present
Gries Financial Partners (CLEVELAND OH)
OH
10/05/2004 - 12/31/2004
BAKER & CO., INCORPORATED (ROCKY RIVER OH)
OH
10/04/1991 - 12/20/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
03/20/1985 - 10/04/1991
GRADISON & COMPANY INCORPORATED
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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