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Mary Moon

Client Services Associate

Mary joined the firm as a Client Service Associate in November 2020. With over 30 years of experience in the financial services industry, she brings a deep background in both client service and operations to the team.

 

Prior to this, Mary spent most of her career at Charles Schwab in various roles including as a trading supervisor, operations manager, and in business development. Mary is also registered as an investment adviser representative. In her spare time Mary enjoys traveling, spending time with her kids, first grandchild, and friends.

Mary Moon

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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