Mary joined the Money at Work team in December 2023. She is a graduate of Saint Joseph’s University, where she earned a degree in Business Management with a concentration in Sustainability, along with a minor in Justice & Ethics in the Law.
As a Client Services Associate, Mary is deeply committed to providing excellent service. She strives to create meaningful experiences that exceed clients’ expectations while growing long-lasting relationships. Mary prioritizes each client by offering unmatched support with a friendly and proactive approach.
In her role, Mary is dedicated to making a positive and lasting impact at our practice. She leads our charitable initiatives, enhances our social media presence, plans client events, and helps elevate our marketing strategies.
Since joining Money at Work, Mary has coordinated with numerous organizations that support our local community. We’ve been honored to work with Family Promise, JBWS, Color A Smile, and Tunnels to Towers, and we look forward to continuing to give back in the future.
Outside her professional role, Mary enjoys spending quality time with her family and friends, cooking, and staying active.
Money at Work, LLC
222 Ridgedale Avenue, Suite 302, Cedar Knolls, NJ 07927
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Money at Work, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with and does not endorse the opinions or services of Family Promise, JBWS, Color A Smile, and Tunnel to Towers.
Raymond James is not affiliated with the above organizations and/or charitable causes.