Mary Ann M. Ferreira
THE ENSEMBLE TEAM | Director, Financial Planning
SEATTLE, WA 98104
CRD#: 704062
Professional summary
Mary Ann Middleton Ferreira, CFP®, who also goes by Mary Ann Middleton Ferreira, Ferreira Hills, Mary Ann Hills, Maryann Elizabeth Hills, Mary Ann Middleton, Mary Ann Elizabeth Middleton, Maryann E Middleton, is a registered financial advisor currently at THE ENSEMBLE TEAM located in Seattle, Washington.
Mary Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mary Ann has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My passion is to create a positive client experience, especially for women and their families in the Pacific Northwest. Whether it is marriage, divorce, widowhood, inheritance or that first stock option grant, I strive to provide my clients with financial peace of mind by listening to their goals and understanding their unique needs, values and risk tolerance.
As a mother of a young adult with special needs, I recognize the financial planning challenges faced by families with special needs children. I take great pride in helping families quantify and plan for current and future needs. For families with special needs, financial planning is not an option…it is a necessity.
With over 25 years of experience in the financial industry, and my previous experience as a Founding Member and Partner of a consulting firm for mortgage companies and savings and loans, I have the experience to understand the busy lives of businesswomen and give them the essential support to enable them to reach their potential.
I am a Certified Financial Planner™ practitioner and a Certified Divorce Financial Analyst™. Also, I have been named a “Five Star Wealth Manager, Best in Client Satisfaction” by Seattle Magazine for the past eight years.
Question & Answer
What are your service offerings?
Budgeting
Retirement Planning
Investment Planning
Divorce Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Mary Ann Middleton Ferreira | Ferreira Hills | Mary Ann Hills | Maryann Elizabeth Hills | Mary Ann Middleton | Mary Ann Elizabeth Middleton | Maryann E Middleton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Seattle Wheelchair Rugby Association; INVESTMENT RELATED: No; ADDRESS: 3760 SW LAKE HELENA RD., Port Orchard, WA 98367; NATURE: This organization is a nonprofit that hosts the Seattle Slam Wheelchair Rugby team.; POSITION: Director/Secretary; START DATE: 10/15/2010; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Take minutes at Board meetings. 2)Beyond Disabilities; INVESTMENT RELATED: No; ADDRESS: 556 Pasco Place NE, Renton, WA 98059; NATURE: Nonprofit that spreads disability awareness.; POSITION: Director; START DATE: 11/18/2011; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Take minutes at Board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Ann Middleton Ferreira's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
October 14, 2025 - Present
THE ENSEMBLE TEAM
Office #1: 450 Alaskan Way S Suite 200, Seattle, WA 98104RIA
CRD#: 331144
SEATTLE, WA
Past
July 23, 2024 - July 1, 2025
THE ENSEMBLE TEAM
RIA
CRD#: 331144
RENTON, WA
Past
March 25, 2022 - June 6, 2023
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
BOTHELL, WA
Past
September 5, 2017 - May 6, 2022
VIRIDIAN RIA, LLC
RIA
CRD#: 171332
BOTHELL, WA
Past
January 29, 2014 - December 22, 2016
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
BELLEVUE, WA
Past
May 20, 2003 - February 22, 2018
APPROPRIATE BALANCE FINANCIAL SERVICES INC
RIA
CRD#: 105458
BELLEVUE, WA
Past
April 8, 2003 - February 14, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
BELLEVUE, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TE
THE ENSEMBLE TEAM
THE ENSEMBLE TEAM | THE ENSEMBLE TEAM, LLC
CRD#: 331144 / SEC#: 801-130722
RIA
Registered Investment Advisory firm - (7/1/2025 Terminated)Washington
Registered Investment Advisory firm - (10/14/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 Alaskan Way S Suite 200, Seattle, WA 98104
Mailing Address
Phone number
(360) 726-2672
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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Company Information
THE ENSEMBLE TEAM
Director, Financial PlanningCRD#: 331144Seattle, WA 98104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
