Mary Ann has been working in the financial industry for over 35 years as a client relationship manager. She assists with onboarding clients, works with them on desired transactions and supports them in building thriving relationships with their advisors. Mary Ann believes that maintaining consistent communication, being proactive and having follow-through are key to successful client relationships.


Mary Ann resides in Baltimore County with her son, Matt.  In her spare time, she enjoys working out at the gym, listening to, and seeing live music, beach time, playing tennis and motorcycle rides on those perfect-weather days.  Volunteering with Meals on Wheels of Central Maryland is also time well spent.

Fun Fact:

Mary Ann is learning to play the banjo.

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Christina Client Service Associate / Office Manager