Meet Mary Ann
Mary Ann is a Relationship Manager based in Walnut Creek, California. She began her career in 1983 and joined Mercer Advisors after holding several positions at various wealth management firms, including Wealth Management Associate at Morgan Stanley for nearly seven years. Mary Ann enjoys helping people achieve their financial dreams and building long-term relationships. She earned a BBA degree in international business from Hofstra University and is obtaining an accounting certification from Diablo Valley College. Mary Ann is a Chartered Financial Consultant® and a Chartered Life Underwriter®.
Her working style
Mary Ann is known for her patience, active listening, and ability to thoroughly explain complex concepts. She loves working with clients and helping them navigate their financial lives for achieving their life goals.
Mary Ann in real life
What keeps you busy outside of work?
My husband and I enjoy cooking together and trying new recipes. We love to travel and visit our family and friends around the world and enjoy Sonoma County for wine tasting.
Favorite thing about where you live?
We love to visit the national parks in California, and we especially love Yosemite National Park.
How do you give back?
I give back by donating to various veterans’ charities, local food charities, and welfare charities. We also sponsor a mustang at the Black Hills Wild Horse Sanctuary in South Dakota.
Mary Ann’s snapshots
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