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Mary Flaherty

Mary Flaherty

Relationship Manager

As Relationship Manager, Mary supports advisors in the areas of Marketing, Underwriting, Software Training and general Operational Support. Through this function, Mary alleviates back office administrative tasks and provides necessary system support so advisors can focus their time and energy on servicing their clients. Mary's professional and personable nature compliments her eagerness to serve in this role.


Mary has a degree in Business Administration: Marketing from LeMoyne College in Syracuse, New York. She has a diverse background in marketing and administrative work and has held many different marketing roles. She is originally from Upstate New York and just moved to the area in November 2015. Mary lives in Arlington with her two friends from high school and is enjoying exploring her new city. In her free time she likes hiking with her rescue dog Millie, and spending time with family and friends.