Mary is president of Lee’s Insurance Services, Inc. and has been a licensed insurance agent since 1994. Mary is an independent professional, meaning her advice is not dictated by any company or product provider. Her advice is dictated by her clients’ needs. Mary guides her clients by helping them think through all the “what if’s” of retirement then creating and implementing a sound conservative investment and income solution for their retirement years.
Professionally, along with holding Insurance Licenses in Life, Health, Medicare Supplements & Long-term Care and Annuities, Mary is an Investment Advisor Representative (Series 65). She is also an instructor with Adult Financial Education Services, an organization devoted to helping improve financial literacy of adults age 50 and over who are concerned about their retirement savings and who want to provide a safe, secure future for themselves and their families. When you attend one of Mary’s classes you will learn financial terms, concepts and strategies all designed to give the attendee the tools they need to make smart decisions to protect their retirement nest egg.
Always seeking additional knowledge to better serve her clients, Mary completed training and earned her certificate on Social Security benefits and strategies and holds the designation of NSSA, National Social Security Advisor through The National Social Security Association, LLC, a firm dedicated to training professionals to help individuals and couples improve their financial security during retirement years through the maximization of Social Security benefits.
Mary resides with her husband, David, in Shelby, NC. The couple has been married since 2005 and enjoy the time they spend together in a wide variety of activities and adventures. Their favorites being travel, even if it’s a quick trip up to Asheville or an Alaskan adventure, boating, time with their grandchildren, playing with their dog, Dolly or just watching the sun go down in the evening on the back porch.
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