Meet Our Team

Mary L. Stockton, CFP®,CLU®, CLTC, ChFC®, RICP®

Financial Adviser

Mary has been a successful Financial Adviser with Stockton Financial and Insurance Services for over two decades. She has the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certification in Long Term Care Planning (CLTC) among others.  She specializes in working with individuals, families, and small businesses to help them to crystallize their dreams and develop strategies to help achieve their financial goals. Working closely with CPA's and attorney's Mary enjoys a team approach to help clients grow and protect their assets.

Prior to moving to San Diego, she was the business owner of a bookstore in Boston, MA. Her business became a valuable cultural center and she was honored with the Helen Diner Community Leadership Award. Her community work here in San Diego includes serving on many boards including arts organizations, community foundations, and service organizations.

 

Sandra Taylor

Client Coordinator

Sandra Taylor is an executive assistant for Stockton Financial & Insurance Services and has been with New York Life for three years. Within her role, Sandra assists clients, schedules agent /client appointments, and prepares the paperwork for the office and its staff. Sandra finds true fulfillment in her work because of the opportunity it provides to interact with and help the agency’s clients. When she is not at work, Sandra spends her time gardening, travelling, listening to music, and fundraising for local non-profits.

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Market Watch

August 20, 2018 @ 09:40 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,669.32 +0.43
Dow Jones Transportation 11,227.80 +0.33
Dow Jones Utilities 743.96 +0.40
Nasdaq Composite ETF +0.1%  
Nasdaq 100 ETF +0.0%  
S&P 500 ETF +0.1%  
S&P 100 ETF +0.2%  
S&P Mid-Cap 400 ETF +0.1%  
S&P Volatility Index ETF -9.5%  
PHLX Semiconductor Index ETF -0.4%  
OSX Oil Service Sector Index ETF +3.7%  

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