Mary Bates Vice President of Marketing

Mary’s journey into the financial services industry began with a position as a marketing intern for a financial advisor in college when she discovered her love for the field. This pivotal experience ignited a career focused on helping advisors showcase their expertise and build meaningful connections with their clients.

Mary brings a wealth of experience to her role, having previously worked as a Senior Advisor Marketing Manager at Kestra Holdings and as a Senior Marketing Consultant at LPL Financial. These roles helped her hone her skills in creating impactful marketing strategies, allowing advisors to share their knowledge and foster trust with both clients and prospects. Mary thrives on the satisfaction of supporting advisors as they do the important work of guiding their clients toward financial success.

A proud alumna of the University of South Carolina, Mary graduated with a double major in marketing and management and a minor in public relations.

Away from the office, Mary loves spending time with family and friends, especially her husband, Luke, and their loyal German Shepherd/Lab mix, Bogey. She also loves cooking, staying active by working out, taking Bogey on hikes and unwinding with a good book.