Mary Saylor
Senior Director, Wealth Management
Mary is a seasoned wealth management professional with deep expertise in serving high-net-worth individuals, multi-generational families, institutions, non-profits, endowments, foundations, and corporate retirement plans. Her clients include corporate executives, professionals, business owners, and private institutions seeking tailored solutions to their complex wealth management needs.
Mary began her career at RSM, where she performed attestation services in the audit department. After earning her Certified Public Accounting designations, she transitioned into wealth management. Over the years at RSM, she advanced through various roles, including Wealth Management Associate, Supervisor, and eventually Wealth Advisor. Today, as a Senior Director of Wealth Management at Choreo, she specializes in tax-efficient wealth strategies, focusing on generational wealth transfer, estate planning, financial planning, insurance planning and asset protection, public and private investments, and retirement planning.
A Certified Financial Planner™ and CPA, Mary brings a unique combination of technical financial acumen and personalized client service. Her extensive background provides her with a comprehensive understanding of financial structures that impact her clients' wealth.
Beyond her professional achievements, Mary enjoys spending time at her happy place (Ocean City, NJ), attending live music events, and cheering on her favorite Philly sports teams. She also loves spending time with he 130 lb. Tibetan Mastiff and visiting Happy Valley, where her daughter is attending college.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Financial Planner™
- Investment Adviser Representative
- Certified Public Accountant
- Certified Exit Planning Advisor®
- Pennsylvania life, health and fixed annuity license
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
EDUCATION & AWARDS
- B.S., Accounting, The Pennsylvania State University
- 2025 Forbes Top Women Advisors - Best in State
