Client-Focused Financial Services

In January 2003, Mary-Lynne Price founded Starboard Financial, LLC as the Registered Principal. She holds a CRPC®, Chartered Retirement Planning Counselor SM designation through the College for Financial Planning, a Series 7, Series 24, Series 63, Series 65 held through LPL Financial, and a Life and Health Insurance License. In 1985, she received a BA in Economics from the University of Maryland.

Before her independent practice, Mary-Lynne was an advisor with an independent advisory firm based in Annapolis, Maryland. It was there that she was featured in a variety of publications and co-hosted Financial Fitness – a radio program airing in the Baltimore/ Washington, DC market. Before that, she worked on the Institutional Taxable Fixed Income Sales Desk for Alex Brown and Sons, Inc., based in downtown Baltimore. As a financial advisor, she began her career in 1994 with NationsSecurities – a joint venture of Dean Witter and Nations Bank.

As a lifelong sailor, Mary-Lynne grew up in Annapolis, Maryland. In 2010, looking for a warmer climate, she headed to Key West. Since then, she has been very active in the fabric of the tight-knit community, donating her time, effort, funds, and advice to organizations such as Wesley House Community Services, AH Monroe, KWAR, Key West Community Sailing Center, and others, while also servicing the arts community as a board member of the Waterfront Playhouse, using her gifts and talents for fundraising and Making it Fun.

Founded in 2003, Starboard Financial, LLC combines the intimacy of a boutique investment management service with the experience of the largest independent broker-dealer in the nation*, LPL Financial, ticker LPLA. Beginning with education, she develops short- or long-term strategies for college planning, retirement planning insurance needs, or beyond. Personal relationships based on trust with clients are her ultimate goal.

As a firm, she aims to focus on the client relationship and identify their financial needs and short and long-term goals. The process begins with education and learning about their true tolerance for risk. Her hands-on approach unites strategy development by providing clients with a personalized comfort level.