Mary Heaton, CFP®, AEP®, CAP®, ChFC®, is a business, financial, and philanthropic wealth planning strategist with a commitment to lifelong learning and a passion for helping individuals thrive. Mary has held prominent roles such as Senior Vice President at BB&T and is currently serving as Senior Vice President and Wealth Planning Strategist at Regions Bank. Mary has extensive experience in financial planning, having worked with firms including Merrill Lynch and SunTrust Bank, and is also dedicated to ministry and pastoral service, with training from the University of Notre Dame. Mary is pursuing a B.A. in Psychology and Spanish at the same institution.
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