MaryGrace Dunleavy

Financial Advisor

Phone: (248) 663-4787
Email: mgdunleavy@dunleavywealth.com

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

On a Personal Note

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.