Mary SantiniRELATIONSHIP MANAGER
Mary Santini, a relationship manager, works closely with our advisors to create a personal proactive concierge service. Mary is passionate about working with clients and building relationships; she brings to the team diverse experience in insurance, financial planning and tax preparation.
As a former regional planner for a large national financial planning firm, Mary draws on her experience to help manage client’s financial lives with the goal of achieving financial peace of mind. She has also worked with a CPA and is adept at preparing tax returns. Mary graduated with a B.B.A in Marketing from Lamar University and was the recipient of the Plummer Award honoring the top academic graduates. She holds FINRA Series 7 and 66 registrations and is also licensed to provide life and health insurance services.
Mary enjoys playing golf and was a collegiate golfer before starting a family with her husband Vince. She loves spending time with her two very active boys and rat terrier, Brodi.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.