CLIENT SERVICE TEAM
Mary Margaret Reynolds
Senior Client Relationship Specialist
As the Senior Client Relationship Specialist, Mary Margaret supports the relationship managers and serves as a trusted point of contact for our families. She is responsible for servicing client accounts, preparing account paperwork, executing requests for capital, and coordinating any matters related to client accounts with the Firm’s custodian. Mary Margaret is also responsible for the CRM system.
In Her Own Words:
“I am committed to providing each of our clients with exceptional service by responding to their requests and resolving any concerns they have. Any time I’m able to make a client’s life easier or take something off their plate, it is a success. Over the years I have developed deep relationships with many of our clients, many of whom have become like family.”
Past Experience:
Office of Senator Richard Burr, Washington, D.C.
Credentials/Certifications:
North Carolina State University, BA in Psychology