As Associate, Client Service, MaryClare plays a pivotal role in facilitating various aspects of client interactions at NewEdge. Her responsibilities encompass account openings, transfers, money movements, and trading, where she ensures a seamless and efficient experience for clients. MaryClare is dedicated to building and nurturing relationships with both existing clients and prospects, along with their families. Her client-centric approach reflects a commitment to prioritizing client needs and surpassing their expectations.
With a background that includes serving as a Private Wealth Client Associate at Morgan Stanley and a Client Associate at JP Morgan, MaryClare brings a wealth of experience to her current role. Her expertise is backed by a solid educational foundation, having earned a Bachelor of Science in Family and Consumer Sciences, with a major in Human Development and Family Science, from the University of Georgia. She currently holds her Series 7, 66, and SIE licenses.
Originally from Johns Creek, GA, she now calls Buckhead home. Outside of work, MaryClare finds joy in playing tennis, hiking with her dog, working out, and spending quality time with friends and family.