MCD Advisors Westchester’s Preferred Financial Advisory Service


Posted August 10, 2014 by jon07macon

Marie DeCaprio, the primary advisor behind the exceptional services provided by MCD Advisors, has been certified as a financial planner.

 
Marie DeCaprio, the primary advisor behind the exceptional services provided by MCD Advisors, has been certified as a financial planner. Her combination of prestigious education and extensive experience in the financial industry has made her a much sought after resource for those who require the services of a professional financial advisor. Early in her career, she worked with Prudential Insurance Company in the investments division. There, she managed fixed income mutual fund portfolios for nearly a decade. She was then offered a position at Citibank, where she exclusively managed high value portfolios for very high profile clients.

Having perfected her skills, Marie DeCaprio determined it was time to start her own venture, and thus MCD Advisors was born. MCD Advisors has been a top financial consultation service for over ten years. To give clients the very best service, Marie leverages both her education and her experience, both of which have contributed to her enormous success in the field. She was educated first at Rutgers University, where she earned a BA in Economics. From Rutgers, she continued on to New York University. At New York University, Marie pursued an MBA, with a specialization in Finance at the Stern School of Business. She also received her chartered financial analyst designation thanks to her superior performance in the program.

MCD Advisors (www.mcdadvisors.com) is Marie’s primary career focus, but she has also used her considerable skills to benefit the community. The Greater Hudson Valley Chapter Financial Planning Association appointed her as chairperson, and after her term as chairperson, she continued on for nine years as a member of the board. While on the board Marie volunteered for many hours and participated in pro bono work, Marie also taught the principles of Financial Planning class for CFP® certificate program at Pace University

Marie lives in Westchester, so it was the natural choice for her to become a Westchester financial advisor. The community, its citizens, and her clients, are all of the greatest importance to her, and she treats each client’s portfolio with the same care and ambition with which she treats her own. MCD Advisors offers several different service packages designed to fit the needs of each specific client, including comprehensive financial plans and investment management plans. DeCaprio meets with each client one on one to discuss goals, review data, and share her recommendations and the reasoning behind them. These meetings can take place at the client’s own home, if desired.

About MCD Advisors
MCD Advisors is a financial consultation service, with certified financial planner Marie DeCaprio serving as a premier Westchester financial advisor. Marie currently lives in Westchester and offers a variety of investment and comprehensive service packages to suit her client’s needs and goals. For more information, visit www.mcdadvisors.com.
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Contact Email [email protected]
Issued By Marie
Website http://mcdadvisors.com/
Phone 914-432-5058
Business Address 78 Meadow Road
Briarcliff Manor, NY 10510
Country United States
Categories Business
Last Updated August 10, 2014