Mary McCormick, CFP® in

Mary McCormick, CFP®

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Managing Director at Andersen
📍 McLean, Virginia, United States

Mary McCormick is a Managing Director at Andersen, specializing in investment consulting and comprehensive wealth management for high-net-worth individuals and families. She holds an MBA from Virginia Tech and is a Certified Financial Planner (CFP®).

Beyond her professional achievements, Mary has a distinguished athletic background. She was a Division I athlete at Lehigh University, where she played on the Womens Lacrosse team for four years, demonstrating significant dedication and teamwork.

Unique fact: Mary showcased her leadership skills early, serving as the captain of the Lehigh University Womens Lacrosse team for two years.

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Experience
22 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
McLean, Virginia, United States
Personality Overview

How Mary shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mary cares about

Wealth Management
Her entire career at Andersen has centered on providing comprehensive wealth management and investment consulting services to affluent clients.
Legacy Planning
Her role involves advising families and business owners on strategies for preserving their financial legacies for future generations.
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Career

Work history

1-2025
Managing Director
Andersen
1-2013 - 12-2024
Director - Investment Consulting Services
Andersen
1-2012 - 12-2012
Senior Manager
Andersen
1-2007 - 12-2011
Manager
Andersen
1-2005 - 12-2006
Senior Associate
Andersen
In the press

Media appearances

Mary McCormick - Andersen. Featured in Andersen
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Andersen Recognizes Stewardship with the Promotion of 18 Managing Directors. Featured in Business Wire
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Education
2010 - 2013
MBA
Virginia Tech - Pamplin College of Business
2005 - 2007
Certificate
Florida State University
1998 - 2002
Bachelor of Science
Lehigh University College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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