Mary Gibbons Gardiner - Morgan Stanley Smith Barney Financial Advisor

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The mission of my practice is to help provide you with a comprehensive and holistic approach to your financial life. As the Financial Advisor of your family, I am here to help guide and shape each step of your financial life.

This is accomplished by:

   - Customized “check-in” points to guide our path
   - A full review of your financial life, your needs, worries,
     goals - a risk review, and most importantly, a plan to
     help make sure you have professionals in place to help
     you ensure a holistic approach to your financial life and
     legacy.
   - Updates and market reviews, to keep you abreast of
     market trends, based upon your time horizon, goals
     and objectives you have.
   - Seminar events – on issues important to you – to help
     provide insights on our financial journey together.

My goal is to utilize planning – I focus on retirement and legacy planning – to help families and those important to them, to live the life they have worked hard for, to leave their legacy. As you expect, confidentiality and trust are two hallmarks of my approach – my goal is to have your interests, first, last, and as part of all that we do.
– I focus on helping family stewards, business owners, financially savvy executives and high-powered women – to accumulate wealth, manage risk and not only leave their legacy but enjoy the legacy they create along the way. My goal is to continue to refine and redefine your experience with me.

Associations

Financial Planning Association
Member
Financial Women's Association, Events Committee WESTCON Chapter
Westchester Women's Executive Society Member
Penn Club Member

Services

Wealth Management
Estate Planning
Fixed Income
Asset Management
Alternative Investments
Lending Services
Long Term Care Insurance
Municipal Bonds
Philanthropic Services
Retirement Planning
Executive Financial Services
401k Rollovers
Insurance Services
529 Plans
Certificates of Deposit
Education Planning
Financial Planning
Investment Policy Statements
Life Insurance
Professional Portfolio Management

Education and Licensing

Bachelor of Business Administration, Management
Pace University
White Plains, NY
Graduate of CFP Program
Pace University
White Plains, NY
Chartered Retirement Planning Counselor Designee
Series 7 - General Securities Representative
Series 31 - Managed Futures & Commodities
Series 63 - Uniform State Exam
Life and Long-Term Care Insurance Licensed
Graduate of Dale Carnegie Course in Effective Speaking and Human Relations

Honors and Recognition

Mary Gibbons Gardiner has been featured on the Women's Financial Advisor Forum Blog
The Westchester Business Council has highlighted Mary Gibbons Gardiner in their EXCHANGE publication

Business Experience

Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Purchase, NY
JP Morgan Chase
Vice President
New York, NY
FiServ
Senior Sales Representative
New York, NY

Bulletin Board

Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us about advice that goes beyond investments. A new standard for retirement planning.

Mary Gibbons Gardiner is licensed in the following state(s): CO, CT, DC, DE, GA, IL, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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