Mary M Garlock

Mary M Garlock

RFC®, AIF®, Financial Planner

For over 21 years Mary Moose Garlock, RFC®, AIF® has dedicated herself to working with individuals, small businesses and families by providing professional guidance and integrated investment solutions to help simplify and enhance the quality of her client's lives.  She is a registered and licensed professional, trained to objectively analyze your planning needs and help to create a plan designed to pursue your unique goals. 

 

Mary is originally from North Carolina and has the accent to prove it! She enjoys spending time with her husband either exploring the great Pacific Northwest or having a quiet dinner at home with their furry girls McKenzie and Addie. Mary also has two amazing grown children and one granddaughter.

 

Mary believes while money does not buy happiness, it can offer the freedom and flexibility to have more choices. Take that first step, and begin planning your financial future today.

 

QUALIFICATIONS

FINRA Registrations:

Series 24-General Securities Principal 02/2001

Series 6-Investment Company Products/Variable Contracts Rep. 10/1998

Series 7-General Securities Representative 08/2000

Series 63-Uniform Securities Agent State Law 10/1998

Series 65-Uniform Investment Advisor Law 02/2001

Designations:

RFC®-Registered Financial Consultant 2006

AIF® - Accredited Investment Fiduciary 2018

 

EXPERIENCE

2014 - 2017  Providence Federal Credit Union.  Launched PFCU's investment program.

2000 - 2013  Victory Wealth Management, Inc., Founder & President, China Grove, NC

Created a client centered, successful, independent Financial Planning practice

Speaker, FSC Securities, Inc. 2012 National Women’s Conference in San Antonio, TX. Topic: “Never Let Up” – how to obtain sustainable growth and high levels of client satisfaction when building a financial planning practice.

COMMUNITY INVOLVEMENT

2011              Organizer of Tim Elrod “Ride in and Rally” Fundraiser

2007 - 2012   Board Member Rufty-Holmes Senior Ctr, Salisbury, NC

2007 - 2010   Duke Energy/United Way Golf Tournaments

2006 - 2013   Supporter of Boy Scouts of America

2006 - 2012   Member Rowan Chamber of Commerce

2006 - 2010   Member Rotary International

 
 

 

Phone 503-558-3102 ext 101
Fax 503-893-3058