Sarah Rodriguez

Client Relationship Manager at CORE Wealth Advisors

Mary joined the firm in 2020 to support the firm’s ability to meet the growing needs of its expanding client base. Serving as the firm’s Director of Client Relations, Mary works to create and nurture the long-term relationships established with CORE clientele. She is passionate about providing exceptional service to all she encounters.

With exceptional communication skills and her customer focused mindset, she is constantly working to ensure smooth and pleasant experiences for the CORE client. She also serves as the firm’s community liaison.

Prior to joining CORE, Mary worked in various local client service related roles in addition to special event coordinating.

Born in Orlando and raised in Lakeland, Mary graduated from Florida State University with a Bachelor’s Degree in Sport Management and a minor in Hospitality Management.


Timeline

  • Client Relationship Manager

    Current role