Mary has over twenty years of experience providing comprehensive financial solutions to private equity firm principals and senior corporate executives. Her focuses include restricted stock and options, alternative investments, structured notes, asset allocation, and trading.

Before joining Wells Fargo Advisors in 2016, Mary started her financial services career by previously working with Chris Jewell at DLJ and Credit Suisse Private Bank. She has a bachelor’s degree in finance and marketing from Loyola University in Maryland.

Mary is married to her husband, David, and has two sons, Michael and Matthew. Outside of the office, she stays busy as a member of her local Parent Teacher Organization and as a chair of her town’s 5k sponsorship. She enjoys running, skiing, and playing pickleball.

As a Financial Advisor, Bill is dedicated to helping his clients meet their financial needs. He advises successful families on all aspects of their financial lives, focusing on estate, investment, business succession, retirement, and philanthropic planning. He takes the time to understand his clients’ most important goals and then works with them to ensure they receive customized advice and attentive service to help them preserve and grow their wealth across generations.

Before entering the financial services industry, Bill graduated from Hamilton College with a Bachelor of Arts degree in history. After graduating, Bill worked at U.S. Trust Company while simultaneously attending and graduating with a J.D. from the Fordham University School of Law. He has previously practiced law as a trusts and estate attorney, which he no longer practices. He has worked at Wells Fargo Bank, N.A. in various roles, most recently as the Regional Wealth Planning Manager for the Northeast.

Away from the office, Bill enjoys sports card collecting and cooking. He has previously volunteered his time as a President of Mount Kisco Child Care Center and as an inaugural member of Westchester Community Foundation’s advisor board. He lives in Armonk with his wife, Stacey, and their children, Jane and Eliza.

Michael has been serving as a Registered Client Associate within brokerage services for over a decade, where he provides administrative and operational support for high-net-worth and ultra-high-net-worth clients. He focuses in areas that include equity, fixed income, and options trading, as well as account maintenance and fund transfers for the team.

Prior to working at Wells Fargo Advisors, Michael worked at institutions such as UBS and Merrill Lynch. He obtained his bachelor’s degree in finance from St. Johns’ University.

Michael lives with his wife, Dara, and son, Jackson, in Westchester, New York. He is an avid sports enthusiast and enjoys spending time with friends and family.

Matthew has over five years of experience in business administration and servicing clients. Prior to joining Wells Fargo Advisors, Matthew was a Billing Supervisor at Icon International where he assisted in managing a team of analysts, preparing different financial reports for clients, and carrying out other billing procedures.

He graduated from Iona College with a bachelor’s degree in business administration. Outside of work, Matt enjoys watching football, playing soccer, training at the gym, and spending time with friends and family.