Mary Chastain, RFP®
Operations Manager

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Mary is an Operations Manager, bringing over three decades of experience in the financial services industry. She works closely with advisors to deliver personalized financial planning and a high level of support to clients. Mary has held a range of leadership positions throughout her tenure, including Chief Compliance Officer (CCO), Director of Trading, Director of Operations, and Director of Marketing and Development. She also founded a business dedicated to providing back-office support for financial advisory firms and later joined a registered investment advisory (RIA) firm, where she led cost-saving software platform integrations that enhanced operational efficiency. Mary holds a Bachelor of Science in Business Administration from Walden University, has completed her CERTIFIED FINANCIAL PLANNER® (CFP®) coursework at the College for Financial Planning, is a Registered Financial Planner®, and is a licensed Series 65 Investment Advisor Representative. Based in Chattanooga, Tennessee, Mary is a dedicated member of her community, volunteering on various committees, contributing to local fundraising efforts, and actively supporting the visual and performing arts. Outside of the office, she enjoys traveling, spending time with her family, and cheering on Alabama football, the St. Louis Cardinals, and the Kansas City Chiefs.