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Mary P

Series 63, Series 66

Dothan, AL

Wealth Enhancement Advisory Services, LLC

Mary Popovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has previously worked at SVA Wealth Management, CUNA Mutual, and Codeworks Inc. since beginning her career in 2016. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm utilizes a diversified investment approach blending passive and active managers, supported by an internal Investment Committee and various implementation tools.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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