As a Regional Wealth Advisor, Mary Ann works to bring creative solutions focusing on the efficient transfer of wealth across generations. She brings extensive experience in advising individuals and families in areas such as gifting, business succession and transition planning, retirement, executive compensation and charitable planning.
Mary Ann has held a variety of strategic and client facing roles throughout her career, and has developed a diverse skill set including product management, risk management, operations, business management, sales, market development, public speaking, writing, and advising clients in highly complex and sophisticated tax and planning situations.