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Mary B
Series 63, Series 65
Fairhope, AL
Heritage Road Advisors
Mary Benedict is a financial advisor at Heritage Road Advisors with 31 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked at Merrill for 27 years and operated Benedict Consulting, Inc. for four years. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts, including charitable organizations and municipalities. The firm emphasizes passive management with low-cost index funds and ETFs, offers discretionary management and financial planning, and provides estate paraplanning and tax-related portfolio reviews for other advisors and their clients.
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