Mary Brandon Harrell

Mary Brandon is responsible for helping financial advisors use the technology platform to improve their investment and trading operations. She is passionate about financial wellness and enjoys working with teams to ensure their operations and trading procedures are as efficient as possible.

Mary Brandon began her career in financial services in 2022 at Bridgeworth Wealth Management, where she worked in a hybrid client service and paraplanning role. She later served as an Associate Advisor, gaining hands-on experience in meeting preparation, portfolio reviews, and planning proposals. Mary Brandon attended Birmingham-Southern College, where she graduated summa cum laude with a degree in Business Administration.