Mary Wynne Estes is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since March of 2011. Mary Wynne started her career with AmSouth Investment Services as Annuity and Mutual Fund Coordinator in 1989. She moved into institutional investment sales in 1994. As AmSouth and Regions merged, the investment services area fell under the umbrella of Morgan Keegan. She remained with them until moving to Merrill in 2011. Mary Wynne is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Mary Wynne is a graduate of Auburn University and lives in Birmingham with her husband, Chip. She spends her time away from work enjoying her husband, kids, church, and exercise activities.
As a Senior Financial Advisor and Senior Portfolio Advisor, I believe in getting to know my clients. I am interested in their goals and aspirations and learning what they want their money to do for them. I enjoy working with clients to help them achieve their goals and provide guidance as we navigate the economy over time.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
