ADVISOR BIO

Mary Adelle George is an investment advisor representative with LPL Financial LLC in ALPHARETTA, GA. Mary has been in the industry since 2008 and has passed the Series 63, Series 65, Series 7, and SIE exams. Mary has experience working at NRP FINANCIAL, INC. and HUB International.

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ADVISOR BIO

Mary Childress Starr is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 25 years of experience in the industry. Mary has a wide range of experience and specializes in providing financial advice to individuals, families, and businesses. Mary is also a registered representative and investment advisor representative in several states.

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ADVISOR BIO

Mary Lucy Reid is a registered investment advisor representative with Morgan Stanley. Mary has been in the industry since November 4, 2013. Prior to joining Morgan Stanley, Mary was with UBS Financial Services Inc. in Atlanta, GA from November 5, 2013 to February 1, 2024. Mary is licensed in 35 states and holds the Series 66, SIE, and Series 7 licenses. Mary is a registered representative with FINRA and a registered investment advisor representative in Georgia, New York, and Texas.

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ADVISOR BIO

Mary Woodward is a financial advisor with LPL Financial LLC and has been working in the financial services industry since 1986. Mary holds both Series 63 and Series 65 licenses and provides financial planning, investment management, and consulting services to individuals, corporations, and businesses. She is also registered with the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and Wisconsin. Mary has previous experience with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Mary Topping is an investment advisor representative registered with Morgan Stanley in both Georgia and Texas. She has been in the industry since 2019 and holds the Series 66, Series 7TO, and SIE exams. Mary also has extensive experience in the food and beverage industry, having worked as a bartender at several establishments. She is currently a Registered Representative and Investment Adviser Representative for Morgan Stanley. Mary focuses on providing financial planning and investment advisory services for individual clients, including high-net-worth individuals, as well as businesses and institutions.

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ADVISOR BIO

Mary Theresa Williams is a financial advisor registered with Raymond James & Associates, Inc. Mary has been working in the financial industry since June 4, 2003. Mary holds Series 7, 9, 10, 31, and 66 licenses. Mary is registered in 28 states for both Broker-Dealer and Investment Advisor services. Mary specializes in retirement planning, investments, insurance, and college savings plans.

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ADVISOR BIO

Mary Leila Beford is a Registered Investment Advisor (IA) with Aprio Wealth Management, LLC. Mary holds the Series 65 license and is a Certified Public Accountant. Mary has a background in the financial services industry, working with Aprio LLP since 2019 and previously with CliftonLarsonAllen LLP. Mary specializes in providing financial planning, pension consulting, and portfolio management services for individuals, charitable organizations, and pension and profit-sharing plans. Mary has experience working with a variety of clients, including high-net-worth individuals and corporations.

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ADVISOR BIO

Mary Purgason is a financial advisor registered with LPL Financial LLC, and has been in the industry since June 15, 1995. Mary's previous experience includes roles at MORGAN KEEGAN & COMPANY, INC., REGIONS INVESTMENT COMPANY, INC., and GNA SECURITIES, INC.. Mary is licensed to provide investment advice in multiple states and holds licenses for both securities and investment advisory activities. She has a strong background in financial planning and portfolio management.

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ADVISOR BIO

Mary M. Byington is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary is based in SAVANNAH, GA, but also works in Orlando, FL. Mary has been in the financial services industry since July 19, 2007. Mary is licensed to sell securities in Florida. She has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Mary specializes in portfolio management for individuals and businesses, as well as pension consulting.

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ADVISOR BIO

Mary Katherine Linn is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary Katherine is licensed in 53 states. Mary Katherine is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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