Mary Ann Cole

Mary Ann Cole
Client Services Advocate, New and Existing Accounts

Mary Ann Cole is a Client Services Advocate with Financial Voyages who started in March 2020 (when the world turned upside down!) Even in the midst of a pandemic, Mary Ann’s talents have been a useful resource as she assists our clients with opening new accounts, updating existing accounts, answering questions, preparing reviews, processing insurance applications and assisting with insurance underwriting. Mary Ann loves learning new things, and this role is a great fit since no two days (or clients) are alike!

Outside of the office!

Outside of work, Mary Ann’s interests include traveling, reading anything by James Patterson (especially mysteries!), browsing Amazon for her next fun find, and watching Eagles Football. In Mary Ann’s former career, she actually sold real estate. Every year, Mary Ann looks forward to summer’s return, and her favorite holiday is 4^th of July to enjoy the beauty of the fireworks displays.

Financial Voyages, LLC

425 Main Street | Harleysville, PA 19438-2311 | Phone: 215-256-7845 | Fax: 215-701-8706 | Email Us

Fixed insurance offered through Financial Voyages, LLC

Gary Sanson, 2014-2023; Steven Sanson, 2012-2013, 2017-2023; Daniel Melville, 2019-2023. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Financial Voyages LLC are not affiliated. Cambridge does not offer tax or legal advice.

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Investments products and services available only to residents of: California (CA), Florida (FL), Massachusetts (MA), Maryland (MD), Michigan (MI), Montana (MT), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Texas (TX), Virginia (VA), and West Virginia (WV).

Advisory services are available on demand in all 50 states

Cambridge’s Form CRS (Customer Relationship Summary)

Financial Voyages, LLC