Mary Ann Hennelly-Favata
Mary Ann Hennelly-Favata serves as a Senior Client Advisor for MRA Associates. She provides investment management and financial planning services for high net worth clients. She also serves as a member of MRA Associates’ Management Committee.
Mary Ann coordinates closely with CPAs and attorneys of her clients to ensure proper implementation of investment, financial, insurance, retirement, tax, and estate planning goals.
She earned her Bachelor of Science degree in Business Administration from the University of Redlands, California. She is a CERTIFIED FINANCIAL PLANNER™ professional. Mary Ann also holds an insurance license for life, health, and property casualty. She is a member of the Financial Planning Association and the Central Arizona Estate Planning Council.
Prior to joining MRA Associates in 2004, Mary Ann spent seven years in the Scottsdale office of Henry & Horne, PLC. She also has extensive experience working in the following industries: financial business management, tax, accounting, corporate analysis, banking, and insurance.
Mary Ann spends her free time with her two daughters and her husband. She is involved with her children’s school and her church.
June 13, 2019 Written by Russ Bucklew, Partner, CFP®, JD; Mary Ann Hennelly-Favata, CFP®, Senior Client Advisor; and Ena Dashi, […]
July 12, 2016 Written by Mary Ann Hennelly-Favata, Senior Client Advisor Many people donate regularly throughout the year while others […]