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

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017 12:00:00 AM EDT
4 days ago

Columbia, Maryland – August 14, 2017 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that its President and CEO, Lyn ...

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017 12:00:00 AM EDT
4 days ago

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/4/2017 12:00:00 AM EDT

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

9/14/2017 7:00:00 PM EDT
Kevin Dougherty will be speaking at Historic Oakland Manor back ...