MaryGrace Dunleavy is a Financial Planner at Dunleavy Wealth Management, a fiduciary and financial services firm that puts the needs of clients as a top priority.
As a Financial Planner, MaryGrace is qualified to provide recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. She works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
Over the years, MaryGrace has placed a special focus on assisting women in different stages of their lives. Her goal is to help each client feel educated and empowered in their financial decisions.
Education
- Xavier University - 2018
- Bachelors in Accounting
- Walsh College - 2020
- Masters in Business Administration
Professional Registrations
- MBA
- Series 7
- Series 66
- Variable Annuities
- Life, Accident & Health Insurance Licensed
Memberships & Affiliations
- Member, Young Catholic Professionals
Personal Data
MaryGrace is an active member in the Irish Catholic Community. She is also an avid sports fan. Her favorite teams to watch are Xavier Musketeers basketball and Michigan State football and basketball.