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

FAI Earns Three 2018 Five Star Wealth Manager Awards

FAI Earns Three 2018 Five Star Wealth Manager Awards

2/16/2018 12:00:00 AM EST
a week ago

Columbia, Maryland – February 16, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has recognized ...

Seven Secrets to Easing Your Parents' Transition to Assisted Living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

2/16/2018 12:00:00 AM EST
a week ago

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted ...

Upcoming Events

Upcoming Events

Good Friday: Office Closed

Good Friday: Office Closed

3/30/2018 12:00:00 AM EDT
The FAI Office will be closed in observance for Good ...

The Color of the Year

The Color of the Year

4/12/2018 8:00:00 AM EDT
April Force Pardoe Interiors presents The Colors of the Year ...