Mary Steele Email & Phone Number
Managing Partner @ Osaic
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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 @
- 2014 -2021 Managing Partner, Freehold Wealth Management @ Wells Fargo Advisors Financial Network
- 2010 -2011 Sales Associate @
- 2011 -2011 Student Teacher @ Dorman High School
- 2010 -2011 Long-Term Substitute Teacher @
- 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)
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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