Simplified Financial Advice.

Meet Mary

As a Senior Wealth Planner, Mary works directly with our Wealth Management clients on individualized financial planning needs. A CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Asset Management Specialist, her responsibilities include implementing customized and comprehensive financial plans as well as providing a high-touch experience for clients.

Mary works on our specialized planning team to help clients in the most critical areas for financial success including, but not limited to, tax mitigation, cash flow and retirement planning, charitable giving, risk management and insurance, executive compensation, planning for the sale of a business, family meetings and estate planning.

A graduate of Elon University’s Martha and Spencer Love School of Business, Mary has years of experience within the financial services industry. An active volunteer within the community, she is a classroom mentor for Rock the Street Wall Street, which brings financial literacy to the classroom and encourages young women to pursue financial careers.

Outside of work, Mary stays active with hot yoga, hiking, skiing and learning to golf. She also volunteers with the Special Olympics and is a Nashville Junior Chamber member.