Mary Merges her Practice with The Prestigiacomo Carroll Group and Laura Murray
After many years of serving my friends, relatives, and colleagues at Baird, it’s time for me to begin the next phase of my life journey. I will gradually be spending more time away from the office so I can travel and devote more time to volunteer work and family.
As your Financial Advisor, my most important responsibility has been to keep your interests first—always. It is very important to me that you will continue to have a reputable, conscientious advisor looking out for you who shares similar values and vision. To ensure consistency and continuity, I’ve already begun preparing for a seamless transition with my partners, Meg Prestigiacomo, Tom Carroll, and Lindsey Casper. With more than 60 years of industry experience combined, 3 CFPs Certified Financial Planners, and experience in SRI Socially Responsible Investing, I have complete confidence that they will go above and beyond in helping you achieve all your financial goals and needs. I will remain as your lead contact while working with the Prestigiacomo Carroll Group over the next 12 – 18 months. After that period, I will be in a consultative role for the next two years to confirm that your transition is as smooth as possible. To learn more about their practice, please check out their website at pcgroupbaird.com.
I am also pleased to be working with Laura Murray, a Financial Advisor at Baird, who has over 20 years’ experience in financial planning, investment management and socially responsible investing. I will be working with Laura strategically over the next 12 months and then in a consultative role for a few years thereafter.
Debbie West at firstname.lastname@example.org will continue to help service you on both teams as a Senior Client Specialist.
I want to express my deepest gratitude for the trust you have placed in Baird and me to be your financial partner over the last 26 years. Please reach out to me at 608.252.5714, with any questions or concerns you may have.
Mary Strickland, CFP®
Selected as a YWCA Women of Distinction Award Winner
I have worked in financial planning and investments for twenty-three years. I hold a MBA in Finance from UW – Madison and have obtained the CERTIFIED FINANCIAL PLANNER™ certification. Outside of the office, I serve on the Board of Madison Development Corporation, the MATC Foundation, as an appointee to the Alliant Energy Commission, and was a former Presidential Appointee to the U.S. Small Business Administration Advisory Council. In my spare time, I enjoy sailing and biking, and have traveled to all of the seven continents.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.
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Senior Client Specialist
One South Pinckney Street, Suite 600
Madison, WI 53703