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 was recently named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online February 11, 2021. In addition, she was named to been named to the 2021 edition of the Forbes list of America’s Top Women Advisors. The list recognizes the top women financial advisors across the United States. This year’s Top Women Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched, interviewed, and assigned a ranking within their respective states.
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, 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.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
About Forbes ranking of Top Women Wealth Advisors
Data provided by SHOOKTM Research, LLC. Data as of 3/10/21
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
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.
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