Mary Mills is the Executive Administrator for Coastal Wealth Management. In her role, she provides a wide variety of administrative support tasks for team members. Mary coordinates the scheduling of client appointments, annual client reviews, and internal calendar scheduling. Additionally, she is responsible for compliance driven documentation, as well as new client and new employee onboarding.
Prior to working with Coastal Wealth Management, Mary was a client associate with Akers Wealth Management Group in Atlanta, GA. She was responsible for the analytical reporting in support of the team, client appointments and communication. Along with her other duties, she ensured that the administrative duties of the practice were fulfilled efficiently and professionally.
Mary graduated cum laude with a Bachelor of Arts in French and Education from Wofford College in Spartanburg. She worked for many years as a technical translator for Michelin and other manufacturing companies in South Carolina.
She has been with Coastal Wealth Management since April of 2021.