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Our financial advice team


Mary Gail Sycamore, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Seacoast Financial Planning
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Women's Financial Strategies
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®

Education

  • University of Washington, BA Economics, Seattle, WA

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Previous experience

  • Morgan Stanley, Financial Advisor, 3
  • Robertson Stephens Advisors LLC, Director of Fixed Income, 1
  • Wells Fargo Wealth Management, Senior Portfolio Manager, 7
  • Wells Capital Management, Senior Fixed Income Portfolio Manager, 16

Community participation

Portsmouth NH Music Hall

Strawbery Banke Museum

Seacoast Women's Network

BRAND

Seacoast Newcomer's Club

The Tribe

Portsmouth Rotary

Friends of York Hospital

Interests

With so many worthwhile local charities and social organizations, it is easy to be involved. I believe that spending time with people in the local community, with friends old and new, is a great way to boost mental and physical well-being, and it's fun!

I enjoy snow skiing, hiking and water sports, reading a good book listening to good music, eating a delicious meal with friends, and watching inspiring films. And I am grateful to have a wonderful family, including our 2 rescue dogs.

Honored to receive recognition

I’m excited to share that my team has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.