As one of Fragasso’s financial advisors, Mallory helps clients work towards their financial goals through proper planning. She focuses on working with women investors, and Mallory has specialized training when it comes to helping those going through a significant transition in their lives, for instance, a divorce or loss of a spouse. These can be difficult conversations, but Mallory finds it rewarding to assist those who are taking on financial responsibilities for the first time.
Prior to working as a financial advisor, Mallory was a financial planning analyst with Fragasso for five years and before that, she was an investment analyst with another local investment management firm.
A York, Pa. native, Mallory grew up next to a dairy farm where she often woke up to fugitive cows in her back yard. She attended Duquesne University for her undergraduate studies, focusing on finance and investment management. It was during her time there that she fell in love with Pittsburgh. She has since permanently settled into her adopted city. Mallory enjoys running, spending time with her husband and friends and attempting to cook and bake. She stresses with her signature sense of humor that there is an emphasis on “attempting” to cook and bake.
CERTIFIED Financial PLANNER™ Professional
Certified Divorce Financial Analyst®
Series 7 and 63 registered through Private Client Services
Series 65 licensed through Fragasso Financial Advisors