Mary L. Stockton, CFP®,CLU®, CLTC®, ChFC®, RICP®
Financial Adviser
Mary has been a successful Financial Adviser for nearly a decade. She has the designations of CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant® (ChFC®), and Certification in Long Term Care Planning (CLTC®) among others. She specializes in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas, to help them to crystallize their dreams and develop strategies to help achieve their financial goals. Working closely with CPA's and attorney's Mary enjoys a team approach to help clients grow and protect their assets. Mary is a Chairman's Council agent at New York Life Insurance Company*.
Prior to moving to San Diego, she was the business owner of a bookstore in Boston, MA. Her business became a valuable cultural center and she was honored with the Helen Diner Community Leadership Award.
Sandra Taylor
Business Operations Manager
Sandra Taylor is the executive assistant for Stockton Financial & Insurance Services. Within her role, Sandra assists clients, schedules agent /client appointments, and prepares the paperwork for the office and its staff. Sandra finds true fulfillment in her work because of the opportunity it provides to interact with and help the firm's clients. When she is not at work, Sandra spends her time gardening, travelling, listening to music, and fundraising for local non-profits.
Samantha Smith
New Business Coordinator
Samantha Smith is the New Business Coordinator for Stockton Financial and is working remotely from North Carolina. Within her role, Samantha will be assisting New Business clients, and creating systems within Stockton Financial so that we can stay proficient within our day-to-day operations. She is a certified mediator and a big Marvel fan. Samantha is continuing to learn and grow in Stockton Financial and Insurance Services and the Financial Planning process. While Samantha is not at work, she enjoys spending time with her husband and puppy, crafting, and cooking.
Diane Davies
Office Support
Diane has an eclectic background, but the common thread in her professional life is helping people in meaningful ways. She has extensive experience in healthcare administration, but also in the real estate industry and in non-profit sectors. In her administrative role at Stockton, she supports team operations, including assisting with document processing and client communications.
In her former life, she was an art director in magazine publishing and a photojournalist for her local newspaper. This has led her to always seek creative possibilities in the mundane.
Diane has a passion for creating art and reading, and lives with her two children and her two cats.