Local Voices
Community Update
Mary Thompson Appointed Principal at FAI Wealth
Management, Inc.
Columbia, MD – July 7, 2014 – Mary
Thompson, Senior Advisor, has been appointed as a Principal of FAI Wealth
Management, Inc. Ms. Thompson has been a
key member of the FAI Wealth Management, Inc. team since 2008. She has experience in all areas of financial
planning, risk assessment, tax planning, and estate planning. Ms. Thompson specializes
in retirement income planning for retirees and pre-retirees, including
developing optimal social security claiming strategies. She is a member of the FAI Investment
Committee in addition to the FAI Compliance Team. Ms. Thompson is a member of the Financial
Planning Association of Maryland where she serves as the chapter’s Co-Chair of
Public Relations and is part of their Community Outreach Committee.
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FAI
Wealth Management, Inc. assists families impacted by significant financial
events such as retirement, selling a business, sudden wealth or estate
planning. Headquartered in Columbia, Maryland, FAI Wealth Management, Inc.
manages more than $330 million in assets for families nationwide. The firm is
consultative in nature and combines active management of clients’ portfolios
with ongoing financial planning. FAI Wealth Management’s advisors are fee-only,
meaning they do not receive commissions or referral fees.
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For more information about FAI Wealth
Management, Inc. please visit www.investfai.com or call
410-715-9200.