Mary Yerdon started working in financial services in 2020, in the middle of the pandemic and after some major transitions – divorce, death of a parent, and both daughters graduating, one from college and one from high school. She knows first-hand how important it is to have a wealth management team you trust when you are coping with changing circumstances.

She joined our team initially as Branch Associate, but in 2024 took on the expanded role of Director of Branch Services for Highroad Financial and obtained the SIE, Series 7 and Series 66 security licenses. She focuses on operations and making sure that client service is always our highest priority.

Mary earned her master’s degree in business from Johns Hopkins University and a master’s degree in social work from the University of Tennessee. She worked in university administration and information technology earlier in her career. Originally from upstate New York, she moved to Middle Tennessee in 1992.