Mary Brooks

(Pronouns: she/her/hers)

As a Client Service Associate, Mary works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Mary is able to provide our clients with worry-free solutions to some of their daily stressors.

Prior to Coldstream, Mary worked as a tech sales intern at CDW in Tampa, FL, and as a marketing intern at a small, local insurance brokerage. Mary was also involved in volunteering work for social justice and for supporting impoverished communities. She holds her bachelor’s degree in finance and business management from the University of Miami. Mary is excited about building her financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

The original Autobiography my great-great grandfather typewrote in the late 1800s

ONE PIECE OF ADVICE

“An investment in knowledge pays the best interest.” – Benjamin Franklin

HOBBIES

Skiing; Ceramics; Nature walks; Going to concerts; Thrifting; Boating