About Ameriprise Financial · Hanover
Mary V Smith is a Financial Advisor and Business Financial Advisor with Ameriprise Financial Services, LLC, operating an Ameriprise Platinum Financial Services® practice out of 45 Lyme Road, Suite 203, in Hanover, New Hampshire. She holds the CFP®, ChFC®, and CFS® designations, carries 30 years of experience with Ameriprise, and has been recognized as a Five Star Wealth Manager from 2012 through 2016. Her practice serves individuals, families, domestic partners, and small-business owners in the Upper Valley region of New Hampshire and Vermont, with a focus on retirement, estate, education-savings, and small-business financial planning.
Mary V Smith runs a Hanover, New Hampshire–based Ameriprise Financial Services practice located at 45 Lyme Road, Suite 203 (Hanover, NH 03755-1221). She has been affiliated with Ameriprise (and its predecessor American Express Financial Advisors) for roughly three decades, beginning her current role in September 1996, and her advisor profile lists 30 years of experience in the industry. Mary holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Fund Specialist (CFS®) designations, and she also holds a California Insurance license (#0E00551). Her educational background includes an LLB (Bachelors in Law) from the University of Ceylon in Colombo, Sri Lanka (1972) and a Postgraduate Diploma in Management (DMS) from the United Kingdom. The practice has been designated an Ameriprise Platinum Financial Services® practice and Mary has been named a Five Star Wealth Manager every year from 2012 through 2016. She maintains professional affiliations with the Financial Planning Association and the Million Dollar Round Table. She is registered to provide investment advice in New Hampshire and Vermont and may also serve clients in additional states under applicable exemptions or notice filings. Her areas of focus on the official Ameriprise advisor profile are Domestic Partner Planning, Estate Planning Strategies, Retirement Planning Strategies, Saving for Education, and Financial Planning for Small Business. Clients can meet with her in person at her Hanover office, virtually, or by phone, with flexible meeting cadences ranging from as-needed to quarterly, semi-annual, or annual reviews, and they receive 24/7 access to investments and planning tools through the Ameriprise secure site and mobile app.
- In business
- 30 years with Ameriprise (since September 1996)
- Owner
- Mary V Smith, CFP®, ChFC®, CFS® (lead Financial Advisor and Business Financial Advisor)
- Serves
- Hanover, New Hampshire and the surrounding Upper Valley region; registered to provide investment advice in New Hampshire and Vermont (with ability to serve additional states under applicable exemptions or notice filings)
- Rating
- 4.9 / 5 based on 9 client reviews on the Ameriprise advisor profile page (see disclosures)
About Mary V Smith and the Hanover Practice
Mary V Smith, CFP®, ChFC®, CFS®, leads a Hanover, New Hampshire financial advisory practice under Ameriprise Financial Services, LLC, located at 45 Lyme Road, Suite 203. The practice is designated an Ameriprise Platinum Financial Services® practice, reflecting a high tier within the Ameriprise advisor network. Mary has been affiliated with Ameriprise (and its predecessor American Express Financial Advisors) since September 1996 and lists 30 years of industry experience on her advisor profile.
- Lead advisor: Mary V Smith, CFP®, ChFC®, CFS®
- Designation: Ameriprise Platinum Financial Services® practice
- Affiliation with Ameriprise since September 1996
- 30 years of experience in the industry
Credentials, Education and Awards
Mary holds three major financial-services designations — CFP®, ChFC®, and CFS® — and also holds California Insurance License #0E00551. Her formal education includes an LLB (Bachelors in Law) from the University of Ceylon in Colombo, Sri Lanka (1972) and a Postgraduate Diploma in Management (DMS) from the United Kingdom. She has been recognized as a Five Star Wealth Manager every year from 2012 through 2016 and maintains memberships in the Financial Planning Association and the Million Dollar Round Table.
- CFP® – CERTIFIED FINANCIAL PLANNER™
- ChFC® – Chartered Financial Consultant®
- CFS® – Certified Fund Specialist
- CA Insurance License #0E00551
- LLB, University of Ceylon, Colombo, Sri Lanka, 1972
- Postgraduate Diploma in Management (DMS), United Kingdom
- Five Star Wealth Manager 2012–2016
- Financial Planning Association member
- Million Dollar Round Table member
- Passed Series 63 and Series 65 examinations
Areas of Focus
The Hanover practice concentrates on five core planning areas that are highlighted on Mary's official Ameriprise advisor profile.
- Domestic Partner Planning
- Estate Planning Strategies
- Retirement Planning Strategies
- Saving for Education
- Financial Planning for Small Business
Financial Advisor Services and Costs
Mary offers a wide range of advice and investment support, organized by the level of involvement a client wants. Costs vary depending on the investment advice level and the investments chosen, and clients are told up front exactly what they will receive for the fees paid, consistent with Ameriprise's Client Relationship Summary disclosure.
- Point-in-time investment recommendations for short- and long-term goals
- Ongoing investment advice with a broader long-term strategy
- Advanced investment advice and management using sophisticated strategies
- Investment Advisory Solutions – coordinated portfolio allocation
- Insurance solutions to help protect you and your family
- Annuity solutions balancing protection, tax deferral, and guaranteed retirement income
- Cash management solutions for everyday essentials
- Comprehensive financial advice covering cash flow, budgets, education savings, major purchases, retirement, protection, estate and multigenerational planning, small business, tax strategies, and executive benefits
Meeting Frequency Options
Clients can choose how often they want to meet with Mary based on their preferences and financial needs.
- Once annually
- Semi-annually
- Quarterly
- As requested
Meeting Location Options
Meetings can be held in the way that is most convenient for each client.
- In person (at the Hanover office)
- Virtual
- By phone
Digital Financial Tools
Through Ameriprise's secure online site and the Ameriprise mobile app, clients have anytime access to their investments and digital tools to help them stay on track toward their goals. The digital tools page on Mary's site is the primary online touchpoint for clients to review progress between meetings.
- Secure Ameriprise online site
- Ameriprise mobile app
- Anytime access to investments and progress tracking
What You Receive When You Work with Mary
The Hanover practice frames its client relationship around four core deliverables, designed to give clients clarity and ongoing accountability.
- 1:1 financial advice based on your goals and needs
- Personalized recommendations for a diversified portfolio and solutions to help protect you from uncertainty
- Regular meetings to review your goals, progress, and investments
- Anytime access to your investments and digital tools to help you stay on track
Client Satisfaction
Mary's Ameriprise advisor profile displays a client-satisfaction rating of 4.9 out of 5 based on 9 reviews, with a link to the full disclosures behind those scores. The disclosures note that displayed comments are not verified, may not be accurate, and are not necessarily representative of the overall client experience.
- Client satisfaction rating: 4.9 / 5
- Based on 9 reviews (per Ameriprise advisor profile page)
Service Area and Registration
Mary serves clients in the Hanover, NH area and is registered to provide investment advice in New Hampshire and Vermont. She may also provide advisory services in other states under an applicable state exemption from registration or notice filing. As with all Ameriprise advisors, she may only conduct securities business with residents of states in which she is properly registered; a current list of those states is available through FINRA's BrokerCheck.
- Primary office: 45 Lyme Rd, Ste 203, Hanover, NH 03755
- Registered in New Hampshire and Vermont
- Background and qualification information available at FINRA's BrokerCheck
Contact and Office Details
Clients and prospective clients can reach Mary V Smith's Hanover practice by phone, email, or by visiting the office on Lyme Road in Hanover. Consultation requests can also be submitted through the 'Request consultation' link on her Ameriprise advisor website.
- Address: 45 Lyme Rd, Ste 203, Hanover, NH 03755-1221
- Phone: (603) 653-0317
- Email: [email protected]
- Website: https://www.ameripriseadvisors.com/mary.v.smith/
- LinkedIn: linkedin.com/in/mary-v-smith-8a1a1511