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Mary Lynne Hickey
Mary Lynne Hickey, CFP®
Consulting Group
First Vice President - Wealth Management
Senior Investment Management Consultant
Retirement Plan Consultant
227 W. Monroe STreet
Suite 3400
Chicago, IL 60606
tel: 312-648-3488
toll free: 800-621-5231 ext. 3488
fax: 312-648-3344
Email Me
Welcome Services Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Services
  • Wealth Management
  • Private Banking
  • Family Consulting
  • Estate Planning
  • Trust Services and Accounting
  • Asset Management
  • Philanthropic Services
  • Lending Services
Education and Licensing
  • Senior Investment Management Consultant (SIMC)
    Smith Barney Consulting Group
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant (CPA)
    State of Illinois
  • M.B.A. - Finance/Accounting
    Kellogg Graduate School of Management
    Northwestern University
    Evanston, IL
  • B.A. - Psychology
    Saint Louis University
    Saint Louis, MO
  • Series 7 - NYSE/NASD License
    Smith Barney
  • Series 65 - Investment Advisory Agent
    Smith Barney
  • Series 63 License
    Smith Barney
  • Life/Health Insurance Licenses - Multi-States
Associations
  • Financial Planning Association (FPA)
  • Association of Professional Investment Consultants (APIC)
  • Investment Management Consultants Association(IMCA)
  • American Institute of CPA's (AICPA)
  • Illinois CPA Society (ICPAS)
  • The Chicago Finance Exchange
  • DuBourg Society
    Saint Louis University
  • John Evans Club
    Northwestern University
  • The Union League Club of Chicago
  • The Chicago Club
  • The Woman's Athletic Club of Chicago
  • The Junior League of Chicago
Business Experience
  • 1980 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Consulting Group
    Senior Investment Management Consultant
    Chicago, IL
  • 1976 - 1980: Arthur Anderson & Co.
    Senior Consultant - Privately Held Business Division
    Chicago, IL
Bulletin Board
  • Do you have an estate plan for a life you no longer lead? If you would like to update your plan, speak with us.
  • If you would like us to review your retirement planning strategy, please speak with us.
Mary Lynne Hickey is licensed in the following state(s): AZ, CA, CO, DC, FL, GA, IA, IL, IN, MD, MO, NC, NY, OH, TX, VA, WI
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
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.
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