Mary Duplantier, CFP^®

Designations and licenses

Mary is a CERTIFIED FINANCIAL PLANNER® professional.

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.

Mary’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.