Mario May

Advisory Sales Consultant @ Wealth.com

Role
Advisory Sales Consultant at Wealth.com
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Mario May

I’ve built my career at the intersection of finance and technology. I spent the first half of my career on the investments side of the business, most recently at Dimensional Fund Advisors. This gave me a front-row seat to the industry and a deep appreciation for the complexities advisors navigate every day.Now, as part of the Wealth.com team covering the Northeast, I focus on giving advisors the tools and technology they need to better serve their clients. I’m passionate about helping firms integrate solutions that empower them to better their clients\' lives, expand their service offerings, and ultimately grow their firms. By leveraging technology, there is more space for the meaningful conversations and human connections that define this industry.

Experience

  1. Advisory Sales Consultant

    Wealth.com

    Jan 2025 — Present

Education

  • Saint Louis University

    Bachelor's degree, Finance, Marketing

    2015 — 2019

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Mario May — Advisory Sales Consultant at Wealth.com in Charlotte, NC, US | Unifers