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MARY KATHERYN

Financial Advisor

Mary Kathryn holds a bachelor’s degree in finance with a minor in psychology from Southern Methodist University (SMU). With over 20 years of experience in the financial services industry, she has honed her expertise in diverse areas, including personalized financial planning for individuals and families, as well as designing and managing qualified benefit plans for small and mid-sized businesses.

Following the loss of her spouse, Mary Kathryn developed a deep passion for empowering women to build wealth, pursue financial independence, and confidently navigate their financial journeys.

Outside of her professional commitments, Mary Kathryn finds joy in supporting her children at their events, actively volunteering at their schools, and enjoying the outdoors through walking and jogging. Her dedication to both her clients and her family reflects her values of resilience, compassion, and community.

CONTACT

350 Leavell Circle Montgomery, AL 36117 - 334.387.0094 Mon-Fri: 8am - 4pm  

SERVICES

Individuals & Families Business Consulting Charities & Non-Profits  

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DISCLOSURE
CLIENT RELATIONSHIP SUMMARY
LPL FINANCIAL CRS LPL
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Securities offered through LPL Financial. Member FINRA & SIPC. Advisory services offered through InVista Advisors, a Registered Investment Advisor, and a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, GA, FL, KY, LA, MD, MT, NC, TX, VA.

Advisors associated with InVista Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of InVista Advisors; or (2) solely investment advisor representatives of InVista Advisors and not affiliated with LPL Financial. Investment advice offered through InVista Advisors, a registered investment advisor and separate entity from LPL Financial.

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  • HOME
  • ABOUT
  • SERVICES
    • INDIVIDUALS & FAMILIES
    • BUSINESS CONSULTING
    • CHARITIES & NON-PROFITS
  • TEAM INVISTA
  • CULTURE
  • RESOURCES
  • CONTACT