Mary joined Coastal Wealth Management in 2021 and functions 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 the scheduling of client appointments and annual reviews. Additionally, she is responsible for compliance driven documentation, as well as new client and employee onboarding.
Prior to working with Coastal, Mary was a Client Service Associate with Akers Wealth Management Group in Atlanta, Georgia. 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. Before that, she worked for many years as a technical translator for Michelin and other manufacturing companies in South Carolina.
EDUCATION
Mary graduated Cum Laude with a Bachelor of Arts in French and Education from Wofford College in Spartanburg, South Carolina.