The Seasoned Montis Financial, LLC Team
Mary K. Konetzny, CFP®
Mary serves as a Financial Planner for Montis Financial, LLC. She brings a wealth of knowledge gained from extensive experience in the financial services industry. Mary's responsibilities include client relationship management, retirement planning, tax and estate planning. She also serves as a member on the Montis Financial investment committee.
For over a decade, Mary has been working with individuals and families to identify and achieve their financial planning and investment goals. Mary's experience includes working as an investment consultant with Fidelity Investments. She assisted clients with finding suitable investment solutions to achieve their financial goals. Subsequently, Mary worked as an internal sales consultant with Eaton Vance Investment Managers where she educated financial advisers on a variety of investment strategies.
Prior to joining Montis, Mary spent more than 6 years with Braver Wealth Management as a Relationship Manager. At Braver, she assisted high net worth individuals with creating and implementing comprehensive financial plans based on their goals, objectives, priorities and values.
Mary received her Bachelor of Arts from the University of Massachusetts in Amherst, with a Major in Legal Studies and a Minor in Economics.
Mary earned her CERTIFIED FINANCIAL PLANNER™ designation in 2009 and is a member of the Financial Planning Association. Mary has been featured as a Money Makeover expert in the Boston Sunday Globe.