Mary Steele

Managing Partner, Freehold Wealth Management - Stifel Independent Advisors @Stifel Financial Corp.

Greenville, SC, US
EMAILS
m••••••@stifel.com
MOBILE NUMBERS
+18•••••••90

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WORK HISTORY

Nov 2021 — Present

Managing Partner, Freehold Wealth Management - Stifel Independent Advisors @Stifel Financial Corp.

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EDUCATION

N/A

Wofford College

Bachelor of Science

N/A

Converse College

Master of Arts

SKILLS

Financial ReportingInvestment PlanningFinancial AdvisoryRetirement PlanningRelationship ManagementStrategic PlanningFinancial ServicesInvestments

ABOUT MARY STEELE

As a member of Freehold Wealth Management in Landrum, South Carolina, I am excited to be…

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Mary Steele — Email, Phone Number & Contact Info | Unifers