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Mary Carr Location
Ashburn, VA, US
Mary Carr Work
2022 -now Tax Reviewer @ Robert Forst
2025 -now Engagement Partner @
2023 -2025 Companion @
2005 -2021 Senior Vice President and Personal Trust Specialist @
2001 -2005 FVP and Trust Officer @
1988 -2001 Private Client Adviser and Trust Officer and Tax Preparer @
Mary Carr Education
Cannon Financial Institute
(Trust Admistration)
1996-1998
University of Mary Washington
Bachelor of Science (Business Administration)
1984-1988
Mary Carr Skills
Wealth Management
Trust Services
Estate Planning
Wealth Management Services
Strategic Financial Planning
Wealth
Asset Managment
Investments
Portfolio Management
Loans
Personal Financial Planning
Private Banking
Series 7
Investment Management
Mary Carr Summary
Mary Carr, based in Ashburn, VA, US, is currently a Tax Reviewer at Robert Forst. Mary Carr brings experience from previous roles at Corewood Care, Montcordia, BB&T and SunTrust Bank. Mary Carr holds a 1996 - 1998 Cannon Financial Institute. With a robust skill set that includes Wealth Management, Trust Services, Estate Planning, Wealth Management Services, Strategic Financial Planning and more. Mary Carr has 1 emails and 2 mobile phone numbers on RocketReach.
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