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Mary Ann Kelly, CFP® Mary Ann began her investment industry career with Stifel in 2021. Prior to this, she served as an executive assistant in various industries. She also ran a small business that took tourists on snorkel tours at a national park and as a scuba instructor. Mary Ann supports the team in educating clients and helping them make balanced decisions based on their needs and wishes. She earned a B.A. in French Language and Literature from the University of San Francisco and holds Series 7 and 66 securities licenses. |