Mary Ware, CFP®, CIMA®, CDFA®

Mary Ware is an experienced senior wealth advisor and managing partner of Carnegie Private Wealth in Charlotte, North Carolina. It's her dream job because she gets to help individuals and families pursue their financial dreams.

After 20 years in the business, she's enjoying seeing some of those long-term visions — graduations, once-in-a-lifetime vacations and retirements — become reality.

Mary sees her role as helping her clients discover what's important to them, creating a plan for pursuing their goals and walking beside them as they do the work. She's upbeat and positive. She believes it's never too late to get started working toward financial goals.

Mary earned her bachelor's degree in journalism and mass communication from University of North Carolina at Chapel Hill and her MBA from Wake Forest University. She also earned credentials to better serve clients: Certified Financial Planner® (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Divorce Financial Analyst (CDFA®). She holds several securities licenses, as well.

Mary's go-to financial advice, which she heeds, is to invest in experiences rather than things.

She enjoys spending time with her husband, Luke, their two children and extended family and friends. She loves cheering on the Tar Heels and all Charlotte sports teams.

Website: www.carnegiepw.com | LinkedIn