Mary Lou started her career in 2001 and over the years, she works with a dedicated team of seasoned professionals from within and partners of RBC Wealth Management. She starts with a holistic approach, looking at the entire life of her clients, not just their finances. She employs a variety of financial and wealth focused tools and the resources of RBC Wealth Management to help bring clarity and confidence to their wealth management goals.
Her primary focus is building long lasting relationships centered on a thorough understanding of clients’ needs, wants and wishes-guiding them from being reactive and defensive to being proactive and visionary. She is passionate about helping individuals and their families position their wealth more effectively and thoughtfully creating more time for their personal, professional, and philanthropic goals.
Raised in Westchester, NY, Mary Lou received a bachelors degree in economics from Manhattanville College. Mary Lou has earned the firm’s internal professional designation of Accredited Wealth Manager (AWM) as well as being promoted to Senior Portfolio Manager- Portfolio Focus and Senior Vice President.
A resident of Florida since 1979, she has raised two children, Josh and Trace and is enjoying the wonderful world of grandparenting. She loves to garden, cook and travel with her family as well as participating in the Trap-Neuter-Return (TNR) program in Florida that helps control the cat population by trapping, spaying or neutering, and returning them to their outdoor homes. She has two cats of her own.
