choreo-logo-white-1.svg

Client portal

Mary Saylor

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’s high net worth clients include corporate executives, professionals and business owners, their families and private institutions. She is also involved in growing our Philadelphia office’s retirement plan advisory service, which includes due diligence monitoring, fiduciary guidance and participant education for corporate retirement plans.

Mary joined the firm in 2006, performing attestation services for the audit department, including audits of retirement plans. After pursuing her licensure as a certified public accountant, she joined the wealth management team in 2010.

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
See Mary’s Office
Skip to content