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Mary K
Series 63, Series 65, Series 66
Clackamas, OR
&PARTNERS
Mary Kirk is a financial advisor at &PARTNERS with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL Reyven Co., Inc., a real estate investing business. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering a range of advisory and brokerage services alongside financial planning and investment banking. The firm employs a blend of proprietary and third-party investment strategies through the Envestnet platform and is notable for operating simultaneously as a broker-dealer, registered investment advisor, and municipal advisor.
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