Mary Mulcahy

Associate Wealth Advisor

Client Specialty

Executives
Business Owners
Professionals

Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Sustainable Investing Solutions
Estate Planning

Mary is an Associate Wealth Advisor at The Colony Group. She supports a team of wealth advisors providing a wide range of wealth management and investment advisory services to successful individuals, families, executives, and entrepreneurs.

Prior to joining The Colony Group, Mary was a Sales Consultant at State Street Global Advisors where she worked with some of the nation’s top wealth management firms in implementing best practices in investment selection, portfolio construction and practice management.

Mary obtained a Master of Business Administration from the University of Central Florida where she also received a Bachelor of Arts degree. She holds a Finra Series 7 & 63 License.

Outside the office, Margaret was an accomplished golf player on The University of Central Florida Women’s golf team and still competes in Massachusetts Amateur events.