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Mary L
CFP®, CFA®, Series 66
Birmingham, AL
Navigate Wealth Management, LLC
Mary Livingston is a CFP®, CFA®, and Series 66 credentialed advisor with 15 years of industry experience. She currently works at Navigate Wealth Management, LLC and has held prior roles at Abeona Wealth, LLC, Equita Financial Network, Inc., and Porter White Investment Advisors, Inc. Outside of her advisory work, she serves as a trustee for the Alabama Episcopal Diocese Endowment and is treasurer for both the Kiwanis Club of Birmingham and Down's Syndrome of Alabama. Navigate Wealth Management, LLC is an SEC-registered firm managing over $429 million primarily for individuals and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies, guided by risk-tolerance profiles, to provide discretionary and non-discretionary portfolio management along with financial planning services.
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