Mary Rocca

Almost everyone can benefit from talking to a financial advisor. The language of finance does not come naturally to everyone, and many people simply don't have time to do the research necessary to make sound investment decisions. Even if you've worked with someone in the past, it can be helpful to gain a fresh perspective. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your long-term goals.

Whether planning for retirement, saving for children or grandchildren, or protecting the wealth you've built, we will work together to develop a strategy to reach your goals. Then we will partner over the long-term to help make sure you stay on track. Throughout it all, my office is dedicated to providing you with excellent customer service. But we don't do it alone. We are supported by top-notch resources and advanced technology to bring you the most current and comprehensive financial guidance.

I chose this career because I have a passion for making a difference in people's lives. I am proud and fortunate to be able to serve my community and partner with my clients to develop strategies they feel comfortable and confident implementing with me. Personally, I believe strongly in community involvement and being of service to others. I volunteer with several non-profit organizations including FSP Against Bullying, Habitat for Humanity, Sandhills Woman's Exchange and the Moore County League of Women Voters. I am also a proud Rotarian and an active member of my congregation at Trinity AME in Southern Pines. Although my family is rooted in the Sandhills, I am originally from the DC area. My husband and I relocated here with our three mini schnauzers in 2019. We love the beauty and the milder climate here and feel blessed to call the Sandhills our forever home.