Mary became a Financial Advisor with Waddell & Reed in 1990 and transitioned to LPL Financial in July 2021 when Waddell & Reed was acquired by LPL. In May of 2023, Mary joined the Concord River Financial team.
Mary holds the Series 6, Series 7, Series 63 and Series 65 licenses through LPL Financial, as well as Life, Accident & Health insurance licenses to serve clients in multiple states across the country. She has also earned the professional designations of Chartered Financial Consultant® and Chartered Life Underwriter® from the American College of Financial Services. Mary offers a broad array of investment and insurance products along with comprehensive financial planning.
When she is not in the office, Mary enjoys hiking, rowing, and spending time with her family here and abroad.