Rory recently moved back home to the Philadelphia area from Boston, where she spent three years gaining valuable insight and experience working for a financial planning firm. As a graduate from Villanova University in 2014 with a bachelor’s degree in Communications, she found herself following in her father’s footsteps in the financial services industry. With a twin brother who also happens to work in finance, Rory was destined to pursue her passion and coupled her degree with her talents in writing and problem-solving – two very crucial elements of financial planning. Rory aced the various licensing exams and has developed a keen analytical mind. She is especially creative using risk management tools to reduce or transfer exposure for clients.
As an avid traveler, Rory loves to go to unusual destinations – she has been to Thailand and Patagonia – just to name a few. In her free time, Rory loves to do yoga, go shopping, and hang out with her friends and her boyfriend. As one of six children, she spends a lot of time with her family cheering on the Eagles and Phillies. She especially enjoys playing with her amazing nieces and nephews during their summer vacations at the family’s Stone Harbor home.
Rory is thrilled to have joined the Key Financial team and is excited to see what the future holds next for her financial planning career!