Mary joined Coastal Wealth Management in 2021 and currently serves as our Client Services Specialist. In her role, she provides a wide variety of administrative support and internal scheduling for team members. Mary also coordinates client appointments and annual reviews. Additionally, she is responsible for compliance-driven documentation, as well as new client and employee onboarding.
Prior to joining Coastal Wealth Management, Mary was a Client Service Associate with Akers Wealth Management Group in Atlanta, Georgia. In that role, she was responsible for analytical reporting in support of the team, client appointments, and client communication. Before that, Mary worked for many years as a technical translator for Michelin and other manufacturing companies in South Carolina.
EDUCATION
Mary graduated cum laude from Wofford College in Spartanburg, South Carolina, with a Bachelor of Arts in French and Education.