Meet Our Team
Mary L. Stockton, CFP®,CLU®, CLTC®, ChFC®, RICP®
Financial Adviser
Mary has been a successful Financial Adviser for nearly a decade. She has the designations of CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant® (ChFC®), and Certification in Long Term Care Planning (CLTC®) among others. She specializes in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas, 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. Mary is a Chairman's Council agent at New York Life Insurance Company*.
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.
Sandra Taylor
Client Services
Sandra Taylor is the executive assistant for Stockton Financial & Insurance Services. 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 firm's clients. When she is not at work, Sandra spends her time gardening, travelling, listening to music, and fundraising for local non-profits.
Samantha Smith
Office Manager
Samantha Smith has just recently joined Stockton Financial & Insurance Services where she will be managing the Boston office. Samantha previously came from the Boston Red Sox as an Executive Assistant in Ticketing. She is a certified mediator and a big Marvel fan. Samantha is eager to learn and grow in the Stockton Financial and Insurance Services environment. While Samantha is not at work, she enjoys spending time with her husband and puppy, crafting, cooking, and traveling.
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