Mary Hancock Email & Phone Number
Senior Vice President, Senior Wealth Strategist
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Mary Hancock Location
- Bedminster Township, NJ, US
Mary Hancock Work
- 2021 -now Senior Vice President, Senior Wealth Strategist @ PNC Wealth Management
- 2014 -2021 Vice President, Senior Wealth Strategist @ PNC Wealth Management
- 2012 -2014 Financial Planner @
- 2011 -2012 Financial Advisor @ Brinton Eaton Wealth Advisors
- 2006 -2011 Vice President, Financial Planner @
- 2001 -2006 Financial Advisor @ Wachovia Securities, LLC
- 1998 -2001 Client Management Associate @
Mary Hancock Education
- Fairleigh Dickinson University
(Masters of Taxation)
2007-2013 - Fairleigh Dickinson University
CFP Certification (Financial Planning)
2001-2003 - Montclair State University
BS (Marketing & Management)
1987-1994
Mary Hancock Skills
- Strategic Financial Planning
- Financial Analysis
- Series 7
- Estate Planning
- Financial Services
- Mutual Funds
- Retirement Planning
- Investments
- High Net Worth Individuals
- Financial Advisory
- Insurance
- Tax
- Wealth Management
- Asset Allocation
- Microsoft Excel
- Income Tax
- Investment Advisory
- Cash Flow
- Wealth
- Analysis
- Tax Returns
- Investment Strategies
- Finance
- Trust Services
- CRM
- Wealth Management Services
- Financial Planners
- Investment Management
- Management
- Sales
- Net
- Planning
- Project Management
- Microsoft Office
- Financial Planning
- Process Improvement
Mary Hancock Summary
- Mary Hancock, based in Bedminster Township, NJ, US, is currently a Senior Vice President, Senior Wealth Strategist at PNC Wealth Management. Mary Hancock brings experience from previous roles at PNC Wealth Management, Lenox Advisors, Brinton Eaton Wealth Advisors and Wachovia, A Wells Fargo Company. Mary Hancock holds a 2007 - 2013 Fairleigh Dickinson University. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Series 7, Estate Planning, Financial Services and more. Mary Hancock has 2 emails and 1 mobile phone numbers on RocketReach.
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