MARY MOON

Client Service Associate

Mary recently joined the firm as a Client Service Associate. 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.

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations 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. For additional information please click the following link here.