Mary Mahlie

Mary is a Senior Vice President and Wealth Advisor in Central Texas. Mary has been a professional in the field of High Net Worth Client Advice for over 35 years. She has been passionate about helping clients achieve their financial goals through transparency and fiduciary investment advice with the trust team and officers at Moody.

As your dedicated wealth advisor with over 35 years of experience, Mary has specialized, in assisting business owners, individuals, family offices, and nonprofits in developing a tailored wealth and estate plan strategy based on the client's values around family, philanthropy, and wealth.