Experience and Education

Mary builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

Prior to her current role with Mariner, Mary was a senior client service associate with the firm. Before that, she was an associate banker at JP Morgan Chase Bank, where she assisted clients with account maintenance and money movement.

Mary holds a bachelor’s degree in finance with a minor in economics from the University of Texas at Dallas.

Personal Interests

Away from the office, Mary enjoys trying new restaurants, reading and soap making for her small business.