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Mary C. Heath | Email Mary
Client Service Coordinator
Mary is frequently a first point of contact for clients of Wealthstream Advisors Inc. She fields questions about establishing investment accounts, expediting account transfers, beneficiary designations, and other day-to-day concerns. Mary’s role is critical in upholding the true differentiator of Wealthstream Advisors—our customer service.
Managing media departments and primary accounts in the cable advertising industry showcased and strengthened Mary’s skills as a communicator and creative strategist. Through this work, she learned how much she enjoys the opportunities—and challenges—in discovering and delivering solutions.
Involvement in theater for much of her life taught Mary that persistence, dedication, and having a great support network can lead to success. This philosophy fits nicely with the approach of the entire Wealthstream Advisors team, which she witnessed first-hand as a client of the firm for 10 years. From her personal experience on the receiving end, she gained a strong appreciation for open communication with one’s financial advisor—now she is thrilled to be on the giving side of that level of service.
After residing in Manhattan for 20 years, Mary and her husband now enjoy the serenity of living in the Hudson Valley. She enjoys film, theater, literature, and gardening.
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