Mary focuses on an inclusive holistic wealth management process to develop individual, family and business relationships. By conducting a comprehensive review with her clients, she is able to develop a well-rounded individualized financial strategy that will serve their needs now and in the future. She began her financial career with Wells Fargo Bank Kalispell in 2007 and had the opportunity to provide products and services for a wide spectrum of client needs, from individuals and their families to businesses. Mary joined Merrill Lynch Wealth Management in April 2019. She graduated from MSU Billings and lives in Kalispell with her husband Gary.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
