ABOUT US: PHILOSOPHY

What Does Caring Mean to You?

Care: a person or thing that is an object of attention, anxiety, or solicitude.

We have found through our 35 years of financial investment experience that the best investment success comes through caring. Utilizing a client-focused approach, coupled with careful planning and investment selection, we are able to build portfolios that care for our clients long into the future.

We employ a variety of industry leading investment tools such as high quality stocks and bonds, Exchange Traded Funds for a greater level of diversification, mutual funds, and annuities with living benefits to help insure your retirement funds. Michael J. Dell'Olio & Associates, L.L.C. is a small firm that provides big firm results and we do this in a way that respects the very essence of a boutique firm - exceptional personal service and meaningful relationships.

ABOUT US: STEPS IN THE PLANNING PROCESS

ABOUT US: MICHAEL J. DELL'OLIO, J.D., RFC©, CEA
President

Michael is President of Michael J. Dell’Olio & Associates, L.L.C. He consults in all areas of financial and investment management including real estate, direct investment, financial and banking relationships, marketable securities oversight, trading supervision, compliance and operations, and financial, tax and estate planning. He is CEO & President and compliance officer for a local broker/dealer.

Michael earned a Bachelor of Science degree in Education/Business from the University of Maine, an MBA from New Hampshire College, and a Juris Doctor from Massachusetts School of Law. He is a Registered Financial Consultant (RFC), a Certified Estate Adviser (CEA), a past board member of the District 11, District Business Conduct Committee -- National Association of Securities Dealers (NASD), and an Arbitrator for NASD Dispute Resolution. Michael is a Visiting Assistant Professor in the Administrative Science Department at Colby College where he teaches business law. In addition, Michael has taught Advanced Accounting as an Adjunct Professor at Saint Joseph’s College and has also taught at Thomas College and York County Community College.

Michael was born in the Bronx, New York and spent his summers at Old Orchard Beach. In 1968, Michael and his family moved to OOB where he attended high school. Michael and his wife Mary moved to Scarborough in 1979, where they reside today.

ABOUT US: MARY K. KIERNAN
Special Projects Director

Mary’s financial services career extends from administrative positions in retail and wholesale lending to broker/dealer operations. She is a registered representative with North Atlantic Securities, L.L.C., a FINRA (Financial Industry Regulatory Authority)-member broker/dealer firm. She consulted on the application process for membership of two broker/dealers in the FINRA, including developing compliance and operations standards and procedures. She also implemented the standards and procedures upon the granting of membership.

In addition, Mary has consulted community banks on a variety of programs, including the development of an investment program for integration into a bank’s financial service offerings, as well as developed and delivered a training program for financial planners delivering services through a local bank and trust company.

Mary earned a Bachelor of Arts degree from Salem (MA) State College and a Master of Science degree from the University of Southern Maine. She is Commodore of Centerboard Yacht Club in South Portland. Mary lives in Cape Elizabeth with her husband Al.

ABOUT US: ELLIOTT V. HILL
Associate Advisor

Elliott joined Michael J. Dell'Olio & Associates in June of 2009, fresh from the University of Delaware where he studied finance. Originally hailing from Pittsburgh, Elliott and his family have been vacationing in Maine for over ten years.

From an early age, Elliott knew he wanted to pursue a career in finance. His father, Greg, worked for several financial institutions while Elliott was growing up, and often took Elliott with him on business trips. In college, Elliott managed the sales team for a local business owner. He is credited with increasing sales by 60%. During his senior year, Elliott interned at Pittsburgh law firm where he handled most of the firm's billing functions.

Elliott recently passed the NASD Series 7 and 66 exams. They are the financial industry's most rigorous tests and we are proud to have him as a newly licensed Advisor.

Elliott has an in depth knowledge of alternate investments, specifically real estate. Seeing much fluctuation and volatility in many traditional investments, Elliott took a special interest in Real Estate Investment Trusts (REITs). Elliott advocates portfolio diversity and the importance of due diligence work, believing that through thorough due diligence the right investments can be found in any market. He works hard to stay on the cutting edge of the Private Placement Sector. His appreciation of the field makes him an invaluable resource to Michael J. Dell'Olio & Associates and its clientele.

Since moving to Maine, Elliott has adopted a Golden Retriever named Brody. He and Brody enjoy spending time at the beach, walking the Eastern Trail, or just a nice game of fetch. Elliott has a passion for cooking and is an avid cigar smoker.

ABOUT US: KATHRYN DARRAH
Administrative Assistant/Receptionist

Kathryn is the most recent addition to MJD & Associates as the Administrative Assistant/ Receptionist. She is a Massachusetts transplant, moving to the Saco area over 23 years ago with her husband and their two young sons.

Since her children were homeschooled, Kathryn was very busy for many years teaching and administering the educational program. She and her husband were also very involved in a local church ministry.

In addition to her employment with MJD & Associates, Kathryn works for the Christmas Tree Shops in Portland as their Administrative Assistant in Human Resources.

Her hobbies include needle arts of all sorts and long walks in the woods around her home. She has been known to feed the wildlife!