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MEMBER PROFILE

 

Mary Fazio

Morgan Stanley

 

Member profile details

Membership level
Atlanta Individual
First name
Mary
Second name/initial
Miller
Last name
Fazio
Title
Senior Vice President
Company
Morgan Stanley
XPX Chapter Email Lists
  • Atlanta News & Events
  • New Jersey News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
someone is selling a business, planning for retirement, or navigating divorce. I simplify complexity with 30 years of experience and CFP®, CDFA®, and CEPA® credentials.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Lending
  • Private equity
Client Industry(ies)
  • Consumer Services
  • Financial Services
  • Real Estate/Construction
Professional Certification(s)
CFP®, CDFA®, and CEPA®
Transition Planning Certification or Methodology
CEPA®
In Business Since
1995
Business Focus
Financial Planning & Investment Management
Advisor Resource Relationships
  • EPI
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