Mary has 40 years of experience in the financial services industry, which gives her the skills and knowledge to help clients with virtually any type of question or issue ranging from investments to insurance, taxation to real estate. Her love for her work is best revealed in her ability to discuss global economic policy with you as easily as she can give advice on structuring your trust instrument.
Mary holds Bachelor of Science Degrees cum laude in Economics and Business Administration from Saint Mary’s College of California, and a Master of Science Degree in Taxation from Golden Gate University. Mary is a Certified Public Accountant and holds her California Community College lifetime teaching credential, which reflects her passion for client education. She is a voting member of the Investment Committee, and she holds her Series 7, 9, 10, 63 and 65 licenses as well as her California Insurance License.
Mary started two companies which trade publicly today: an international special risk insurance company, where she was the Chief Operations and Financial Officer, and a software firm currently owned by Cox Communications, where she served as a founding board member and Chief Financial Officer and was instrumental in the formation and development of both companies.
Subsequently, Mary owned and oversaw the growth of a regional professional accounting firm which offered management advisory services, estate and wealth planning, extensive financial planning and professional trustee services. During this same period, she was elected to the Auburn City Council and served as Mayor, gaining a clear understanding of the intricacies of municipal finances.
Prior to opening Owens Estate and Wealth Strategies Group in 2008, Mary was a Branch Manager/Associate Complex Manager for UBS Financial Services. Prior to UBS, she was with A G Edwards.
Mary’s varied life experiences give her the ability to provide practical financial advice. She offers discretionary asset management, estate and wealth transfer planning, strategic liquidity analysis, business succession planning, comprehensive financial planning and tactical portfolio management. Mary firmly believes that providing guidance and solutions to life’s transitional issues creates stability in an ever-changing landscape.
Mary’s investment approach strives to create portfolios for clients by providing guidance on appropriate levels of risk and realistic investment objectives for their individual circumstances. This process benefits clients throughout their lives, knowing they have solutions that are designed to help them through life’s transitions.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.