Mary Steele Location
South Carolina, United States
Mary Steele Work
- 2026 - now Managing Partner @ Osaic
- 2021 - 2026 Managing Partner, Freehold Wealth Management - Stifel Independent Advisors @ Stifel Financial Corp.
- 2014 - 2021 Managing Partner, Freehold Wealth Management @ Wells Fargo Advisors Financial Network
- 2010 - 2011 Sales Associate @ Raymond James
- 2011 - 2011 Student Teacher @ Dorman High School
- 2010 - 2011 Long-Term Substitute Teacher @ Spartanburg Day School
- 2009 - 2009 Substitute Teacher and Volunteer @ Polk County Virtual Early College
- 2003 - 2005 Working Student @ Kimberden Inc.
Mary Steele Education
- Converse College
Master of Arts (Teaching Secondary Science)
- Wofford College
Bachelor of Science, Biology (Biology)
Mary Steele Skills
- Financial Advisory
- Financial Reporting
- Investments
- Relationship Management
- Retirement Planning
- Strategic Planning
- Financial Services
- Investment Planning
Mary Steele Summary
Mary Steele, based in South Carolina, United States, is currently a Managing Partner at Osaic. Mary Steele brings experience from previous roles at Stifel Financial Corp., Wells Fargo Advisors Financial Network, Raymond James Financial, Inc. and Dorman High School. Mary Steele holds a Master of Arts in Teaching Secondary Science @ Converse College. With a robust skill set that includes Financial Advisory, Financial Reporting, Investments, Relationship Management, Retirement Planning and more. Mary Steele has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Osaic Employees
-
Danny Noles
CEO and Founder-The Noles Group-Osaic Wealth at Osaic
Birmingham, AL, US12 -
Kristy Britt
Chief Financial Officer at Osaic
Scottsdale, AZ, US24 -
Shannon Reid
President at Osaic
Florida, United States25 -
25
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Neal Slafsky
Managing Director, Head of Office at Osaic
Fort Lauderdale, FL, US45+ -
Jimmy Kuhn
Managing Director, CERTIFIED FINANCIAL PLANNER™ at Osaic
Holbrook, NY, US11 -
Amy Hamilton
Chief Administrative Officer at Osaic
Charlotte, NC, US33 -
Chase Apma
Managing Director at Osaic
Hauppauge, NY, US13 -
Scott Seiffert
Chief Accounting Officer at Osaic
St. Louis, MO, US25+ -
Dimple Shah
Executive Vice President, Head of Corporate Strategy at Osaic
Rancho Santa Fe, CA, US22 -
34
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