Mary lives in Williamsburg with her husband, Chris, and their teenage children, Luke and Lauren. Before joining Walls Wealth Management, Mary provided bookkeeping support to her husband’s small business, which enabled her to spend more time at home with her children. She has enjoyed volunteering in their schools, at sporting events as well as serving on committees in her community.
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Mary joined Walls Wealth Management as a Client Service Associate in 2023. She started her financial services career in retail banking. She spent eight years at Bay Savings Bank and Central Fidelity Bank in various customer support positions. Mary was able to provide excellent customer service because of her vast knowledge of banking products. Mary later joined the investment firm of Legg Mason (now Morgan Stanley), where she was a Registered Client Service Representative. During her eight years with Legg Mason, Mary provided clients with outstanding customer service, assisting them with all administrative aspects of their accounts. She also provided support to a team of financial advisors.
Mary lives in Williamsburg with her husband, Chris, and their teenage children, Luke and Lauren. Before joining Walls Wealth Management, Mary provided bookkeeping support to her husband’s small business, which enabled her to spend more time at home with her children. She has enjoyed volunteering in their schools, at sporting events as well as serving on committees in her community.
Mary Phillips
Mary lives in Williamsburg with her husband, Chris, and their teenage children, Luke and Lauren. Before joining Walls Wealth Management, Mary provided bookkeeping support to her husband’s small business, which enabled her to spend more time at home with her children. She has enjoyed volunteering in their schools, at sporting events as well as serving on committees in her community.
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