RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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.
