MG Financial LLC

Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Michael Thomas is a financial advisor at MG Financial LLC in Braintree, MA, holding a Series 65 designation. He has been with MG Financial since 2016 and has prior experience working at Shaws Supermarket. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, typically focusing on clients with a minimum liquid net worth of $10 million. The firm provides comprehensive advisory services including asset allocation, manager selection, tax and estate planning, and discretionary oversight, managing over $1 billion in assets with a four-person advisory team.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.