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Our financial advice team


Mary Reopell, Private Wealth Advisor serving the Chadds Ford, PA area - Ameriprise Advisors

Mary Reopell

CFP®, APMA, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Orth Financial Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Arts, University of Massachusetts, Amherst, 1998 - 2002
  • Certificate of Financial Planning, Christian Brothers University, 2009 - 2010

Awards & recognition

  • Orth Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Orth Financial Group, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Five Star Wealth Manager, 2015-2019, 2021-2023
  • Orth Financial Group, Barron’s Top 100 Private Wealth Management Teams, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Food Bank of Delaware

Interests

My main passion and love are spending time with my husband Brett of 15 years, my two children Olivia (11) and Logan (6), and our Bernedoodle Archie. My greatest love in life is raising my 2 children. I feel that I spend most of my free time driving my kids around to their sporting events/activities and rooting them on from the sidelines at their games. When I do get a moment for myself, I enjoy reading a good book or releasing stress at the gym. We enjoy trying to get in as much family time as possible knowing how fast time passes.