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Mary C
Series 65, Series 63
Oakton, VA
Charles Schwab
Mary Conroy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has nine years of industry experience. She has worked at multiple Charles Schwab entities since 2017 and previously worked at Lowry & Associates and Onespace. Outside of her advisory role, she serves in the US Army Reserve as an Intelligence Analyst and operates a small craft-making retail business on Etsy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.
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