Experience

Public Trust Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Jun 2014 - Present

  As a Senior Associate for Public Trust Advisors, Mary ensures our Proposals for Services are accurately and thoroughly prepared and helps identify upcoming requests for proposal where we may best serve potential new clients. She also assists in preparing and distributing the month end reports for our existing clients. A native of Central Florida, Mary has worked in the financial industry for over twenty years. Her primary experience has been in the municipal bond industry. She assisted Financial Advisors to local and state governments for municipal bond underwritings and financial advisory services. She held her Series 7 and Series 63 Securities Brokerage Licenses while working in this industry. She has experience helping clients with their account service and trading issues for both retail and institutional accounts. She was the sole support person for the Orlando branch of William R. Hough & Co. for 15 years. Prior to joining Public Trust Advisors in May of 2014, Mary was the Executive Director of Allgen Financial Services for 6+ years. Mary ensured the corporate operations, client services and new client onboarding ran smoothly.



AllGen Financial Advisors

• Financial Services
• 1 - 100 Employee

• Executive Director

  • Nov 2007 - Apr 2014

  As the Executive Director of Allgen Financial Services, I ensured the corporate operations ran smoothly. I assisted the corporate officers by coordinating their speaking engagements, coordinating client portfolio reviews, processing new client set-up, and managing workflow. I also assisted clients with their account servicing needs, including account transfers, movement of monies and cost basis information transmittal. As the Executive Director of Allgen Financial Services, I ensured the corporate operations ran smoothly. I assisted the corporate officers by coordinating their speaking engagements, coordinating client portfolio reviews, processing new client set-up, and managing workflow. I also assisted clients with their account servicing needs, including account transfers, movement of monies and cost basis information transmittal.



Worked from home

• Gap Years - Being a Mom

  • 2001 - 2007

  I stepped away from the financial industry for 6 years to focus my attention on our daughters as they entered high school. While focusing on my family I also worked from home leading a team of 20+ Independent Sales Representatives with Avon, Inc. and serving over 500 personal Avon clients. I met some of my favorite people during this time and am still close with several of them. I stepped away from the financial industry for 6 years to focus my attention on our daughters as they entered high school. While focusing on my family I also worked from home leading a team of 20+ Independent Sales Representatives with Avon, Inc. and serving over 500 personal Avon clients. I met some of my favorite people during this time and am still close with several of them.



William R. Hough & Co.

• Executive Secretary

  • Nov 1987 - Jan 2003

  William R. Hough (later bought by RBC Dain Rauscher) My primary experience there was in the municipal bond industry. I held my Series 7 and Series 63 Securities Brokerage Licenses while working in this industry. My focus had been in an administrative capacity. I assisted brokers and clients with their account service and trading issues for both retail and institutional accounts. I also assisted Financial Advisors to local and state governments for municipal bond underwritings and financial advisory services. I was the sole support person for the Orlando branch of William R. Hough & Co. for 15 years.