Mary Waller

Mary is a gifted listener, problem solver and accountability partner who helps advisors create their ideal business. With over a decade of experience, Mary focuses her energy, enthusiasm and analytical thinking towards helping individual advisors and their teams improve not only their professional lives, but their personal lives as well.

Mary’s career in the financial services industry began in 1999, under the shingle of First Union Securities, focusing on process improvements from new account opening to advisory products and services. Having a broad view of investment services has made her empathetic to the challenges advisors face in an ever-changing environment. Mary has experience with more than 300 individual advisors, equating to over 5,600 hours of coaching engagement.

With her roots in the Midwest, Mary earned a B.S. in Advertising from Ball State University. She holds the General Securities Representative (Series 7) license, is a Registered Corporate Coach (RCCTM), holds the Accredited Behavioral Finance ProfessionalTM designation, and completed the Applied Behavioral Finance Certificate through the Investment & Wealth Institute.

Mary lives in rural Montpelier, Virginia with her husband Tommy and their daughter Sarah. She spends time caring for her gardens, furry friends and many projects. She also serves as a Chief Officer of Elections for Hanover County and is very active with her Church.

My Financial Virtues profile helped me better understand why I react to certain market changes and have this feeling that I’m being left behind. The information helps me now understand my own strengths and feelings about my family’s finances.