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Mary Elizabeth Keegan

Waldron Private Wealth

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About Mary Elizabeth Keegan

Mary Elizabeth Keegan is a registered Investment Advisor Representative with Waldron Private Wealth. Mary has been in the financial services industry since 2014. She is a graduate of the University of Pittsburgh and holds a Bachelor of Arts degree in Business Administration. Mary is a Registered Representative and a Certified Financial Planner. Mary is also a member of the National Association of Personal Financial Advisors. Mary is dedicated to providing her clients with personalized financial planning and investment advice. Mary has a strong understanding of the needs of her clients and is committed to helping them achieve their financial goals. In addition to her work at Waldron Private Wealth, Mary is also involved in her community. She serves on the board of directors of the local YMCA. Mary is a strong advocate for financial literacy and education and is committed to helping others achieve their financial goals.

Firm Information

Mary Keegan is currently registered with Waldron Private Wealth. Waldron Private Wealth, located in BRIDGEVILLE, PA, is an investment advisory firm that provides a range of services, including financial planning, insurance planning, and portfolio management for individuals and businesses. The firm has a strong focus on serving high-net-worth individuals and manages over $4 billion in assets. They are registered with the SEC under the number 801-77628.
Waldron Private Wealth

44 ABELE ROAD

BRIDGEVILLE, PA 15017

$4.07B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance planning

Insurance planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Keegan’s Registration & Firm History

PA

10/20/2022 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Elizabeth Keegan.
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