mary greener

Mary R Greener,

AAMS® Financial Advisor

Direct: 734.283.4766

  • Years of Financial Services Industry Experience – 6 years
  • Years of Firm Experience – 2 years

Mary Greener brings a wealth of experience and a client-first approach to her role as a Financial Advisor. With a background spanning financial services, corporate sponsorship, and marketing, Mary offers a unique perspective that blends strategic planning with relationship-driven service. She is passionate about helping clients achieve financial confidence through comprehensive, personalized planning.

Mary specializes in creating holistic strategies that address all aspects of her clients’ financial lives—from investment management and retirement planning to insurance, tax considerations, and estate planning. Her Accredited Asset Management Specialist℠ (AAMS®) designation reflects her commitment to delivering thoughtful, well-rounded advice tailored to each client’s goals and circumstances.

Before transitioning into financial services, Mary held leadership roles in entertainment sales and marketing. These experiences honed her ability to build strong relationships and deliver results in dynamic environments.

Mary earned her Bachelor of Business Administration from Eastern Michigan University and continues to leverage her business acumen to guide clients through life’s financial milestones. She believes that trust, transparency, and education are the cornerstones of successful financial planning, and she strives to empower clients with knowledge and confidence every step of the way.

Outside of work, Mary resides in Ann Arbor and enjoys spending time with her family, including her four-legged companions, as well as golfing, playing pickleball, and gardening. She is also an active volunteer with Ann Arbor Farm and Garden and participates in Flower Therapy programs at CS Mott Children’s Hospital and Von Voigtlander Women’s Hospital, where she helps bring joy and comfort to patients and their families.

  • Licenses & Certifications
  • AAMS® – Accredited Asset Management Specialist
  • Securities Industry Essentials (SIE)
  • Series 7 – General Securities Representative
  • Series 65 – Uniform Investment Adviser Law
  • Michigan Life, Accident & Health Producer License

AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.