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Mary Wilson, AAMS

Mary Wilson, AAMS

Insurance Service Representative

Followers of Mary Wilson, AAMS3 followers
location of Mary Wilson, AAMSDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Assistant Vice President; Wealth Planner - Merrill Lynch Wealth Management

  • Education

    • University of North Texas

      -
      Bachelor of Applied Science - BASc

  • Experience

    • Nationwide

      Jul 1995 - Mar 1996
      Insurance Service Representative

    • United States Senate

      Apr 1996 - Jan 1997
      Operations Clerk

    • Nationwide Financial

      Feb 1997 - Jul 2000
      Communications Specialist; Annuity Service Team Lead

    • Wachovia Corp

      Jul 2008 - Jan 2010
      Branch Office Administrator

    • Wells Fargo Advisors

      Jan 2010 - Nov 2017
      Regional Financial Planning Specialist

    • Merrill Lynch

      Nov 2017 - now
      Assistant Vice President; Wealth Planner

    • Merrill Lynch

      -
      Relationship Manager - Investments

  • Licenses & Certifications

    • Insurance License

      Texas Attorney General

    • Series 66

      FINRA (Financial Industry Regulatory Authority)

    • AAMS

      College for Financial Planning
      View certificate certificate

    • Series 10

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Series 9

      FINRA (Financial Industry Regulatory Authority)