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Mary JacksonClient Experience Associate

Serving as a client’s ultimate guide to the best client service experience, my mantra is “Every client should be provided the best service experience, regardless of their financial circumstances.” Throughout my career, I have always had a passion to help clients accomplish their financial objectives and make the experience as stress-free as possible.

Throughout my career, I have always had a passion to help clients accomplish their financial objectives and make the experience as stress-free as possible.

B.S. Public Relations and Minor in Business, Russell Sage College

Master of Administration, Kaplan University

Master of Finance, Kaplan University

Mary’s Personal Story

  • Loves road trips and traveling to new places with husband, Derrell
  • Enjoys hiking, Zumba, fashion & design
  • Spends time watching documentaries and reading
  • Giving back to the community

As a graduate of Russell Sage College, I was shaped by my professors in the areas of world affairs and working with underserved populations. One of the major challenges that continued to be a theme during studies and personal development was the lack of critical analysis, particularly financial literacy. Each generation previous sought huge strides educationally, which enhanced their financial viability and created stable communities.

As my journey came to an end as an undergrad, my interest shifted from contributing to literacy on financial management toward becoming a practitioner, ultimately attending graduate school and concentrating on business management and finance. This desire to touch lives stemmed in part from the experience of my loved ones, who were directly impacted by the challenges of wealth management and retiring comfortably.