About Mary Lyn
Mary Lyn makes clients her highest priority and will do whatever possible to assist them. She works on anything not investment or allocation related. She coordinates and communicates with a client’s Focus Partners Wealth team, as well as others on their financial team, such as their CPA, attorney, insurance agent, or referral source. She helps clients in understanding Medicare and provided a resource for supplemental insurance, and she can even help them register for Social Security online. But most importantly, Mary Lyn is a person a client can talk to, vent with, and help problem solve for things not related to their financial accounts. Her day is the same beginning to end – it changes constantly – and she thrives on just going with the flow of what is popping up.
A native of Pittsburgh, Mary Lyn bleeds black and gold. She and her family are huge Steelers fans – at the birth of each of her 11 great nieces and nephews, she gifted them a Steelers jersey. She loves to cook, and food has always been part of the heart of her family. Unfortunately, she also loves to eat! Spending time with family and friends is the core of who she is. During the pandemic, Mary Lyn adopted a Lakeland Terrier and says he has done a good job of training her.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2019
-Has worked in the financial industry for nearly 29 years
-Spent 23 years with The Bank of New York Mellon, including 16 as client service director-vice president and the primary liaison with clients, investment managers, third-party vendors and internal teams
Mary Lyn makes clients her highest priority and will do whatever possible to assist them. She works on anything not investment or allocation related. She coordinates and communicates with a client’s Focus Partners Wealth team, as well as others on their financial team, such as their CPA, attorney, insurance agent, or referral source. She helps clients in understanding Medicare and provided a resource for supplemental insurance, and she can even help them register for Social Security online. But most importantly, Mary Lyn is a person a client can talk to, vent with, and help problem solve for things not related to their financial accounts. Her day is the same beginning to end – it changes constantly – and she thrives on just going with the flow of what is popping up.
A native of Pittsburgh, Mary Lyn bleeds black and gold. She and her family are huge Steelers fans – at the birth of each of her 11 great nieces and nephews, she gifted them a Steelers jersey. She loves to cook, and food has always been part of the heart of her family. Unfortunately, she also loves to eat! Spending time with family and friends is the core of who she is. During the pandemic, Mary Lyn adopted a Lakeland Terrier and says he has done a good job of training her.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2019
-Has worked in the financial industry for nearly 29 years
-Spent 23 years with The Bank of New York Mellon, including 16 as client service director-vice president and the primary liaison with clients, investment managers, third-party vendors and internal teams