Mary Steiner is a first vice president of Investments with Raymond James. While focusing her business on her clients’ individual financial objectives, Mary believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with personal attention and a commitment to her clients’ best interests, that helps set Mary apart.

Mary is dedicated to managing and preserving wealth for you and your family. By striving to establish deep and valued relationships with you, she aims to gain a comprehensive understanding of your needs and goals. Mary works hard to build and preserve your investments, while assisting you with your goals through long-term financial strategies using tailored investment management, retirement planning (including IRAs and 401(k)s), life insurance, annuities, long-term care, 529 education savings plans and more.

Mary is a native of Minneapolis and has more than 26 years of experience in the financial services industry. When not working, Mary enjoys spending time with her family at the lake. She is an avid sports fan and loves nearly anything outdoors. She joined Raymond James in 2023.