Mallory joined the practice in May 2020. She started in the investment industry in 2004, joining Osaic Wealth (previously Lincoln Financial Advisors) in 2006. As lead support to the Chief Investment Strategist, she assisted in affluent wealth management and in various aspects of the Investment Strategy department. She holds her FINRA Series 7 and 63 licenses. Mallory is the team’s practice support in areas of compliance, portfolio monitoring, and client reviews.
Mallory lives in Nashville, TN with her husband, and enjoys volunteering, fostering pets for her local shelter, film photography, and reading.