Mary Guillaume
About Mary Guillaume
Mary Guillaume serves as the Vice President of Wealth Management at UBS, where she has worked since 2007. With over 20 years of experience in wealth consulting, she focuses on a holistic approach to financial planning and is registered to provide advisory services in 15 states across the U.S.
Current Role at UBS
Mary Guillaume serves as Vice President of Wealth Management at UBS, a position she has held since 2007. In this role, she focuses on delivering comprehensive financial advisory services to clients. Her approach integrates a holistic perspective on financial planning, which includes understanding clients' overall financial lives and aspirations.
Previous Experience at RBC
Before joining UBS, Mary Guillaume worked at RBC as Associate Vice President from 1997 to 2007. During her ten years at RBC, she gained valuable experience in wealth management and client advisory services, which contributed to her expertise in the financial sector.
Education and Expertise
Mary Guillaume earned her Bachelor of Arts (B.A.) degree in Psychology from the University of Minnesota-Twin Cities. Her educational background supports her understanding of client needs and behaviors, enhancing her effectiveness in wealth consulting and financial advisory roles.
Registered Financial Advisor
Mary Guillaume is registered to provide financial advisory services in 15 states across the United States, including California, Colorado, and New York. This registration allows her to offer her expertise and services to a diverse range of clients in various regions.
Wealth Consulting Experience
With over 20 years of experience in wealth consulting, Mary Guillaume specializes in understanding clients' financial lives, hopes, and dreams. Her extensive experience allows her to provide tailored advice that goes beyond traditional investing, focusing on a comprehensive approach to financial planning.