About Mary
Mary enthusiastically enjoys working closely with clients to create, implement, and monitor custom financial plans that provide a roadmap to peace of mind. She is dedicated to upholding the standards for her clients and providing wealth management plans rooted in academic research.
Active in the community, Mary is a past president of the Brevard County Estate Planning Council and currently serves on the board of Neighbor Up Brevard, a community development organization in Melbourne, Florida. She has also participated in board activities for the Women’s Business Center at the Florida Institute of Technology. She is also an outdoor enthusiast with hobbies that include bicycling, tennis, kayaking, rollerblading, and snorkeling.
Education and Professional Milestones
-Florida Institute of Technology – MBA
-Founded Baldwin & Associates in 1997, leading an all-female team
Mary enthusiastically enjoys working closely with clients to create, implement, and monitor custom financial plans that provide a roadmap to peace of mind. She is dedicated to upholding the standards for her clients and providing wealth management plans rooted in academic research.
Active in the community, Mary is a past president of the Brevard County Estate Planning Council and currently serves on the board of Neighbor Up Brevard, a community development organization in Melbourne, Florida. She has also participated in board activities for the Women’s Business Center at the Florida Institute of Technology. She is also an outdoor enthusiast with hobbies that include bicycling, tennis, kayaking, rollerblading, and snorkeling.
Education and Professional Milestones
-Florida Institute of Technology – MBA
-Founded Baldwin & Associates in 1997, leading an all-female team