Senior Wealth Advisor
Mary serves as a primary contact and financial strategist for clients by identifying, implementing and monitoring strategies that meet each client's specific needs. Her areas of specialities include retirement planning and portfolio management. Mary is responsible for ensuring our clients needs in tax planning, estate planning, investments and retirement strategies, and employee benefits are met with a high level of quality and service.
Mary brings more than 16 years experience in the financial industry helping affluent clients navigate their financial scenarios and progress towards achieving financial goals. Mary holds her NASAA Series 7 and 66 license, as well as her Life and Health Insurance License.
Mary enjoys cheering for the Ole Miss Rebels and spending time with her husband, Scott, daughters, Allie, Arden, and Eleanor and dog Sadie.