Mary Saylor
Senior Director, Wealth Management
Mary works with high net worth individuals and families, and institutions such as nonprofits, endowments and foundations, to find solutions to their wealth management needs.
Mary works with high net worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations and corporate retirement plans) to find solutions to their wealth management needs. Mary's high net worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions.
Mary joined the firm in 2006, performing attestation services for the audit department at RSM. After pursuing her licensure as a certified public accounting, she joined the wealth management team in 2010. Mary is a CERTIFIED FINANCIAL PLANNER™ and a CPA.
In her spare time, Mary enjoys visiting her happy place (Ocean City, NJ), watching live music and hanging out with her 130 lb. Tibetan Mastiff. She's an avid Philly Sports fan and will be spending time in Happy Valley, where her daughter will be attending college.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Investment Adviser Representative
- Certified Public Accountant (CPA)
- Pennsylvania life, health and fixed annuity license
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
EDUCATION
- Bachelor of Science, accounting, The Pennsylvania State University
