Meet Our Team : Stockton Financial | San Diego, CA & Boston, MA

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 headshot

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 headshot

Samantha Smith

Office Manager

Samantha Smith is the New Business Coordinator for Stockton Financial and is working remotely from North Carolina. Within her role, Samantha will be assisting New Business clients, and creating systems within Stockton Financial so that we can stay proficient within our day-to-day operations. She is a certified mediator and a big Marvel fan. Samantha is continuing to learn and grow in Stockton Financial and Insurance Services and the Financial Planning process. While Samantha is not at work, she enjoys spending time with her husband and puppy, crafting, and cooking.


Kevin Mendez Medrano headshot

Kevin Mendez Medrano

Office Support

Kevin Mendez Medrano is originally from the Dominican Republic but grew up locally in the Boston area. He is an avid car enthusiast that enjoys spending time with family, learning new things and embracing his culture. Currently, Kevin is a student at Brandeis University studying Business and Sociology! He is interested in exploring the field of finance and has joined the Stockton Financial and Insurance Services team to support the office and clients in the planning process.

*Council is an annual company recognition program based on agent production from July 1 - June 30.



Subscribe to our Newsletter