Mary Steele Email & Phone Number
Managing Partner @ Osaic
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Mary Steele Location
- South Carolina, United States
Mary Steele Work
- Managing Partner @ Osaic (April 2026 - Present)
- Managing Partner, Freehold Wealth Management - Stifel Independent Advisors @ (November 2021 - April 2026)
- Managing Partner, Freehold Wealth Management @ Wells Fargo Advisors Financial Network (March 2014 - November 2021)
- Sales Associate @ (March 2010 - October 2011)
- Student Teacher @ Dorman High School (January 2011 - May 2011)
- Long-Term Substitute Teacher @ (November 2010 - January 2011)
- Substitute Teacher and Volunteer @ Polk County Virtual Early College (July 2009 - October 2009)
- Working Student @ Kimberden Inc. (May 2003 - July 2005)
Mary Steele Education
- Converse College
Master of Arts (Teaching Secondary Science)
- Wofford College
Bachelor of Science (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 on RocketReach.
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