Mary D. Kirtland, CFP®
Founder of KFM
Mary graduated from the University of Miami with a Master’s degree in Economics in 1971. Prior to organizing her wealth management firm in 1999, she taught Economics at the college level for over 16 years. In 1992 she entered the field of financial planning and soon thereafter decided to study to become a Certified Financial Planner™ practitioner. In 1999 she started Kirtland Financial Management, Inc., an independent registered investment advisor with the U.S. Securities and Exchange Commission.
Over the years, Mary has volunteered to serve several charitable organizations in various capacities. For over 4 years she served on the Westminster Christian School Foundation and assisted in the creation of endowments for the school. She also has served for several years on the Finance Committee for her church. Most recently, she was asked to serve on the University of Miami Planned Giving Advisory Board. She also volunteers regularly with the Financial Planning Association of Miami-Dade County in their various community projects. In addition, she has appeared in local print and broadcast media.
Between 2006 and 2010 Mary earned membership in the RJFS Executive Council*. Executive Council honors are presented only to those financial advisors who have demonstrated a high level of commitment to clients through personal service and professional integrity. In 2011 she was named to the Raymond James Financial Services, Inc. Leader’s Council*. Members of the Leaders Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.
Mary’s husband, Bill, their 3 adult children, and 5 grandsons and 1 granddaughter are her “escape mechanism” from stressful markets! She always says she is glad her children were older when she started her career as a financial planner otherwise they might not recognize her!
*Membership is based mainly on assets under management, education, credentials and fiscal year revenues generated. Requalification is required annually.