Client Service Specialist
Amicable, Energetic, Capable
As a Client Service Specialist, Mary assists GM Advisory Group’s clients and other visitors in feeling at home in the office. She aids the Client Service Team in developing strategies, implementing procedures, and managing high-level administrative tasks to provide best-in-class service to our clients.
Her passion for helping others has taken her from a master’s in communications to the aerospace industry to wealth management for successful individuals and their families. Now, Mary provides crucial support to our Client Relationship Managers. Beginning Fall 2019, Mary enrolled in NYU’s Diploma in Financial Planning.
Mary’s colleagues rely on her for a good laugh, personal and professional support, and project management. In her spare time, Mary creates amazing pastries and travels prolifically, making at least one trip to Europe every year.