Mary Berman_Temporary

Mary Berman

Client Service Administrator

With a passion for developing relationships and a background in accounting, Mary takes great pride in her role as a Client Service Administrator. She is responsible for supporting SWP Wealth Advisors in all aspects of client service, including the setup and maintenance of accounts, and completion of paperwork processing. Her goal is to ensure that each client receives premier service.

Mary appreciates SWP’s philosophy and approach to client service. She understands that client relationships are not one time transactions, but rather, an ongoing process. She collaborates with other SWP team members to understand and address each client’s unique needs. Serving as a resource for clients and finding solutions to their inquiries is one of the most rewarding aspects of her position.

Away from the office, Mary enjoys playing tennis, exploring different dining options, wine tasting, and visiting her children. She has been active in many charities, organizations, and clubs over the years.

Favorite Quote

Keep calm and carry on

Education

BS in Accounting, Indiana University-Purdue University Indianapolis

 

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