Having worked with Peter Maller for more than 10 years and in the financial services industry since 1980, Mary has played a significant role in building the firm to its current size and oversees the office’s daily operations to ensure everything runs smoothly. In addition, her responsibilities include arranging and maintaining Peter’s schedule as well as monitoring our office for industry and broker/dealer compliancy. Mary also serves as implementation manager, overseeing other team members who are responsible for setting up new investment accounts, managing insurance underwriting and processing paperwork.
Education and Certifications
Financial Paraplanner Qualified Professional™
Continuing Education courses related to the industry
On a Personal Note
Mary and her family reside in Perry Hall, MD.