Mary J. Thompson, CFP®, CASL®

Principal & Senior Advisor

Mary has been a key member of the FAI Wealth Management team since 2008.  She works with FAI’s clients to develop and implement investment and financial planning strategies based on the client’s needs and goals.  Mary has in-depth knowledge assisting clients who have experienced late life marriage as well as those transitioning into retirement.  Her other specialties include developing optimal social security claiming strategies and working with doctors and dentists.  Additionally, Mary is well – versed with the federal government’s employee benefits plan.

Mary is a member of the Financial Planning Association of Maryland where she serves as the chapter’s Co-Chair of Public Relations and is part of their Community Outreach Committee.  She is a member of Howard County’s Leadership Premier Class of 2015.

Financial planning is Mary’s second career.  Her prior experience was in information technology (IT)  where she worked for fifteen years helping companies implement their IT solutions.

Mary received a Bachelor of Science degree in Mathematics with minors in Business and Computer Science from the University at Albany, SUNY.  She holds the prestigious CERTIFIED FINANCIAL PLANNER TMcertification and the Charter Advisor for Senior Living®designation.

Mary lives in Ellicott City, MD with her husband and two children.  She is active in her community where she volunteers regularly. Mary is the leader of her daughter’s Girl Scout troop.

Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017 12:00:00 AM EDT
yesterday

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for ...

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

10/17/2017 12:00:00 AM EDT
6 days ago

Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...