Mary Hersey

Client Service Associate

Mary handles all account logistics and works with our asset management partners to ensure your accounts are managed promptly and securely. Her attention to detail and effective communication ensure that all operations run smoothly. She provides exceptional service for all client account needs. Mary has many years of experience in the financial services industry and holds the FINRA Series 65 license. 

Outside of her professional work, Mary enjoys crafting and taking her dog, Harlee, to explore the local farmer’s market.

Meet the Rest of the Team