With more than 30 years of experience in financial planning, accounting and investment management, Mary Jo Metro has the accumulated knowledge and passion to help keep you and your financial future on a steady course as your Financial Advisor. Mary Jo understands the dynamics of wealth and transferring from one generation to another and how to balance the complex forces at work and how to adapt intelligently as conditions change.
Mary Jo and the team at METRO Financial Strategies understands how hard you work for your money and will be unwavering in pursuit to provide guidance to you and your family through life’s events. Whether it is using our post retirement planning expertise to help clients manage their assets even after they retire, diversifying their portfolio to help mitigate risk, investing assets before retirement, helping to provide income during retirement, working with business owners to build a financial plan for their assets so they can concentrate on running their business, or establishing a legacy for children and grandchildren.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Mary Jo will be with you every step of the journey, working hard to truly do what is in your best interest, offering sound advice and customized financial plans designed specifically for you.
Mary Jo endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your tolerance for risk, current financial situation, goals, what is happening in the markets, economy and interest rates. At Raymond James, Mary Jo has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, Mary Jo answers promptly, completely and truthfully. Also, she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Mary Jo founded METRO Financial Strategies, Inc. in 2010 where she is President, Branch Manager, and Principal Financial Advisor. She chose to associate with Raymond James as an independent advisor. Prior to 2010 she was with Edward Jones where she was a partner. She spent 16 years in corporate America with increasing responsibilities within finance and accounting. Mary Jo is a graduate of Penn State University with a degree in Accounting and received her MBA in finance from Boston University. Mary Jo continues to serve her clients by remaining abreast of macro and micro environments and furthers her knowledge with professional development.
A native of Pennsylvania, Mary Jo resides in Chelmsford, MA. She has been married to her high school sweetheart, Dan, for 35 years and they have three children; Rachel, Jocelyn, Sebastian and two grandchildren: Rosalie and Barrett. She is a member of Chelmsford Business Association, Business Networking International, Financial Planning Association, and a Budget Buddies Coach/Advocate. Away from the office, Mary Jo also enjoys spending time with her family at the lake and traveling the world.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James Financial Advisors do not render advice on tax matters. Please consult a qualified tax professional for any tax matters.
Raymond James is not affiliated with the above organizations and/or charitable causes.