Senior Associate, Client Services
Mari is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, onboarding new client relationships, money transfers, and acting as the primary liaison with the firm’s custodial partners & trust company. With more than 20 years in the financial industry, she is most passionate about providing personalized service and helping clients navigate through the Wealth Management process. After gaining years of experience in the banking industry, she continued her career as a Private Bank Trust Associate with Wachovia/Wells Fargo working on administration of trust & investment management relationships. Prior to joining Beacon Pointe, Mari was a Client Services Manager for Altavista Wealth Management, which merged with Beacon Pointe in 2022. Outside the office, she enjoys spending time with her husband and anything that involves exploring outdoors with their Aussie.