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Principals

MBR Financial > Team Members > Principals

Mary Margolis

CFP®, CPA/PFS, CDFA®, CeFT®

Alfred B. (Trey) Brady

MBA

Suresh Raghavan, CFA®

MBA

Dan Bender

MBA, CFS®, CES®
Mentry

Financial advice as life changes,
to cultivate a secure future.

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