Mary M Garlock

AIF®, Financial Planner

For over 23 years Mary Moose Garlock, AIF® has dedicated herself to her clients.  Financial Planning touches all aspects of our lives.  By providing warm and insightful guidance, tailored to her client's needs, goals and dreams Mary is able to help them build a plan for the future.   She presents investment solutions to help simplify and enhance the quality of her client's lives.  Mary is a registered and licensed professional, trained to objectively analyze your 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 two grandchildren.

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:
AIF® - Accredited Investment Fiduciary 2018
Investment Advisor Representative 2001

Victory Financial Planning is A Registered Investment Advisor registered in the states of OR and WA.

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.

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