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Mary Fazio

Mary Fazio


DeKalb County Fulton County Gwinnett County Georgia Cobb County Financial Financial - Planner/Advisor Financial - Certified Divorce Financial Analyst Financial - Insurance


After 25 remarkable years working in Manhattan, we made a bold move in 2020, during the pandemic, to relocate our family to the Atlanta area, near my husband's family. As a Merrill Financial Advisor, I bring institutional-level investment skills to clients, and help busy people prioritize wealth planning. I am registered in various states, while metro New York and Atlanta are core regions of focus. Many clients are financial professionals themselves, or manage other professional careers and businesses. 

-Helping clients navigate life transitions, such as preparing for retirement or taking control of their finances after divorce or the death of a spouse. It's gratifying to see them approach the next phase of their financial lives with confidence. 
-Bringing families together for conversations where younger generations can learn the financial values the family wants to preserve. 
-Creating an environment where clients feel comfortable sharing personal details. I encourage open, honest, productive conversations that avoid financial jargon. 
-Building client relationships that often begin, or may result in friendships. 
-An active lifestyle that includes tennis and group fitness classes. 
-Networking with women at different stages of their lives through the Roswell Woman's Club, Brookfield Women's Club and business associates in the Greater North Fulton Chamber of Commerce. 
-Spending family time with my husband, two teenage boys and our Labrador Retriever. 
PLEASE CONNECT WITH ME IF YOU'RE LOOKING FOR: An experienced, empathetic financial advisor who can offer forward-thinking strategic guidance on a range of wealth management concerns. 
770-933-3021 or
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™. 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.



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