MARY MCBRIDE
Investment Advisor Representative
mhm@criteriumfinancial.com
929-627-0767
2444 East Kimberly Road
Davenport, IA 52807
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Mary began her career as an investment banker at Piper Jaffray in Chicago and Boston, where she focused on complex financial valuation in support of mergers and acquisitions. She later joined Winterberry Group in New York City as a management consultant, where responsibilities included company and industry analyses, business growth strategy and planning and financing of these projects.
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After stepping away from the corporate world to focus on growing her family, Mary joins Criterium Financial Advisors to draw on her financial skillset and passion for the markets to help Criterium’s clients pursue their financial goals. She is a strong believer in women’s financial literacy and is committed to ensuring all clients understand their full financial picture in order to make informed investment decisions.
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Mary graduated with honors from the University of Iowa with dual degrees in finance and economics. She holds the Series 65 license as an investment advisor representative.
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
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FIDUCIARY PROMISE
