Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Napleton is a Certified Financial Planner™ professional with over 9 years of experience in the financial services industry. Mary Katherine has a strong background in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. She is currently registered with Hightower Advisors, LLC and has previously held positions at Fifth Third Private Bank, CIBC, and the University of Illinois Urbana Champaign.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
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2
VA
09/20/2024 - Present
Hightower Advisors, LLC (Vienna VA)
Active
Inactive
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