Mary Jo Gilligan, Chartered Advisor in Senior Living®
Always doing what’s in the client’s best interest has led Mary Jo to a long and fulfilling career the financial services industry. Decades of experience along with an iron-clad record of integrity combine to provide a seasoned financial planner that her clients value and rely upon.
Specializing in comprehensive financial planning, Mary Jo works to ensure that her clients can enjoy a stress-free retirement. With the relationships that she has built over the years, Mary Jo understands that trust and integrity mean everything. These relationships are the reason that she maintains an excitement and vigor while helping her clients both old and new.
Mary Jo earned a bachelor’s degree in marketing and business pre-law from Ohio University where she met her husband Tim. They have been married to 39 years, and together they have three adult children who also reside in the Cleveland area.
Kevin Gilligan, CERTIFIED FINANCIAL PLANNER®
Kevin began his career in financial services at just eighteen years old, sparking a lifelong commitment to helping others achieve their dreams. Driven by this purpose, he graduated from The Ohio State University at an accelerated pace, earned his licenses, and immediately began practicing as a financial planner. To continue his education and provide the most value to his clients, Kevin went on to earn the prestigious CERTIFIED FINANCIAL PLANNER® designation.
He takes a deeply personalized approach to wealth management, building close, collaborative relationships with his clients. By taking the time to understand their unique circumstances, he is able to craft comprehensive, holistic strategies tailored to their goals and lifestyles.
Outside of his professional life, Kevin’s top priority is being a dedicated husband and father. He maintains an active lifestyle along with an intellectual curiosity, a balance best reflected by his passion for training Brazilian Jiu Jitsu and studying history.
