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Mary G
Series 63, Series 65
Hailey, ID
Merrill
Mary Garrison is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where she has been since 2004. She co-leads the team of Garrison Swartz, focusing on customized wealth management and financial strategies for high net worth families and corporate executives. Mary began her career in financial services in 1981 and has held senior portfolio management roles at Northern Trust Bank and State Street Global Advisors, as well as positions at a life insurance company and other major banks. Mary holds a B.S. degree in Finance from the University of Nebraska and a Master's degree in Finance from Boston College. She is a Chartered Financial Analyst (CFA) Charterholder and a Certified Divorce Financial Analyst (CDFA). She also holds the CPFA designation for retirement plans. Mary is a member of the CFA Institute and the CFA Society of San Francisco, having served as its President from 2007 to 2008. She is involved with the National Charity League, Crystal Springs Chapter, and Wood River Women's Foundation. Outside of work, Mary enjoys spending time with her family, hiking, scuba diving, cooking, reading, and traveling. She has lived in London for two years and divides her time between Sausalito, California, and Sun Valley, Idaho with her husband, Kevin.
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