Mary acts as a client service specialist and is instrumental in supporting our clients with account management needs. Mary is passionate about helping people and works to ensure the highest level of service for clients. Prior to joining Black Diamond Financial, LLC, Mary gained significant experience in the wealth management industry with roles at Stifel Financial Corp. and Merrill Lynch.
Mary earned a Bachelor of Science in Biology from The University of New Hampshire and a pastry degree from the Culinary Institute of America in New York. She also holds a Series 65 securities license.