Mary Jackson joined Waverly Advisors in November 2025 as a Senior Client Services Associate. She brings more than 15 years of expertise in client services and operations, having held positions as an Advisory Support Specialist and a Wealth Management & Retirement Services Specialist. Mary holds dual M.B.A. degrees, including one in Finance from Kaplan University, and earned her B.S. from Russell Sage College.
Beyond her professional work, Mary values time with her husband and family. Since 2014, they have made annual trips to Hilton Head, where they especially enjoy the Sea Pines community. Mary’s personal interests include reading, community outreach, hiking, and indulging her love of 1980s films and documentaries.
Education
Community Involvement