Deep Enrich
Mary Winand, CFP®
200 followers
York, Pennsylvania, United States
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About me
Director of Financial Planning at The Financial Advisory Group
Education
The American College of Financial Services
2017 - 2019CFP® Certification
York College of Pennsylvania
2014 - 2016Bachelor's degree Finance, General 3.8
HACC, Central Pennsylvania's Community College
2010 - 2013Associate's degree Business Administration 3.76
Experience
Hampton
Jul 2012 - May 2016Guest Service Representative
May 2011 - May 2016Assistant Executive Housekeeper
Jul 2012 - Feb 2014
BAE Systems
May 2015 - Jan 2016Government Compliance Intern
Sept 2015 - Jan 2016Accounting Intern
May 2015 - Sept 2015
York College of Pennsylvania
Sept 2015 - Jan 2016Peer TutorTutor in Managerial Finance and Operations Management.
The Financial Advisory Group, Ltd.
Jan 2016 - nowSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial professionals at The Financial Advisory Group are registered to do business, please visit: www.financialadvisoryyork.com
Director of Financial Planning
Jan 2023 - nowCertified Financial Planner
Sept 2016 - Dec 2022Intern
Jan 2016 - Sept 2016
Licenses & Certifications
Certified Student Loan Planner (CSLP)
CSLA Board of StandardsSept 2024
Certified Financial Planner (CFP)
CFP BoardSept 2019
Series 66
Held through LPL FinancialFeb 2017Series 7
Held through LPL FinancialDec 2016
Volunteer Experience
Volunteer
Issued by Junior Achievement of South Central PA
Associated with Mary Winand, CFP®Go Red Luncheon Commitee Member
Issued by American Heart AssociationAssociated with Mary Winand, CFP®
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