For the past eight years, Mary Heath has served as Wealthstream Advisors’ Client Service Coordinator, taking on the primary responsibility of caring for clients and keeping the office running smoothly. Mary processes client requests for fund transfers, prepares account paperwork, tracks daily account activity and reconciles client trades.
Before she joined the Wealthstream team, Mary worked in professional theater for many years. That background in a dynamic, creative field taught her how persistence, dedication and a great support network can lead to success—a philosophy that aligns perfectly with Wealthstream’s approach to working with clients.
Mary understands exactly how valuable Wealthstream’s hands-on and personalized approach to service is because she experienced it first as a client. Through those initial interactions with the Wealthstream team, she gained a strong appreciation for open communication with one’s financial advisor. Now she’s thrilled to have a part in helping other people experience the same level of service.
After two decades as Manhattanites, Mary and her husband, Garry, now live in Beacon, New York. In her free time, she is an avid theatergoer and film lover—some of her favorites include Sunday in the Park with George, Danny and the Deep Blue Sea and Next to Normal.