Having been in the financial industry for over 20 years, my passion is in helping individual investors, businesses and non-profit organizations determine and reach their individual financial goals. As the daughter of a factory worker, I grew up understanding that a strong work ethic is only part of the equation. Caring, compassion for those around you and a drive to learn are equally important to a fulfilling life. As an Edward Jones financial advisor, I use those lessons to empower you to reach your goals by using our established process.
I work together with you to build a personalized strategy in terms you can easily understand and implement. It's a lifetime partnership of being heard and understood while staying on track toward your goals. I have a sincere and heartfelt interest in your dreams for the future. Whether you have complex wealth management and estate needs, are saving for a child's education, are newly retired or are just getting started saving, my Senior Branch Office Administrator, Audri, and I are here to help. We are inspired daily by the people we work with and are fortunate to be able to serve families in the Mid Ohio Valley and around the country.
On a personal side, my husband, Duncan, and I are middle school sweethearts who are adjusting relatively well to an empty nest. We have two amazing daughters and enough pets between us to fill a small ark. I enjoy being outside – gardening, kayaking, playing with the dogs – and I love cooking, reading and music.
I am an active member and past president of the Marietta Morning Rotary Club, a lively group of folks working together to make good things happen locally and around the world. Within Edward Jones, I serve as a coach, mentor and field trainer for new financial advisors in our region as well as the culture of compliance leader.
I welcome the opportunity to learn about you and your financial priorities. Let's start the conversation at (740) 373-0733.
- Retirement Savings Strategies
- New Investors
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Art & Theater
Office Address292 Front Street
Marietta, OH 45750 opens in a new window
Phone NumberMary Segrest at (740) 373-0733
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