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Mary-Ann Calcagno

Mary-Ann Calcagno

Client Service & Operations Associate

Mary-Ann joined Aviance in 2024 as a Client Service and Operations Associate. She brings to our team over 25 years of experience working with independent investment advisors and clients.

Mary-Ann relocated to Naples, FL from the Boston area, where she was a Client Service Manager and Compliance Associate with Boston Financial Management for 12 years. Before that, she was the Operations Manager at Penobscot Investment Management for 14 years.

Mary-Ann specializes in client onboarding and coordinating the day-to-day operational needs such as account maintenance, cash movements, etc. for existing clients.

In her off hours, Mary-Ann enjoys walking her dog and cooking, as well as being in and on the water; boating, paddleboarding, fishing and swimming.