Mary Ann Buchanan

RIA Match, CEO and Co-Founder

Mary Ann's 28 years in the securities industry spans business development, relationship management in independent broker-dealers and RIAs. For 20 years, Mary Ann has worked directly with advisors helping them resolve the issues of succession planning and growth. She spent 4 years recruiting advisors for a large corporate RIA nearing the $1 billion AUM level. She began her career building a securities practice in a regional wirehouse. She holds the Series 7, 66, and 24 securities licenses. 

Mary Ann earned a BA in Economics from the University of Michigan.

 

Securities offered through Cape Securities, Inc., member FINRA, SIPC, MSRB
Advisory services offered through Morse Capital Partners, LLC.