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Mary Setter Retirement Account Executive

716.348.3653 | msetter@lawleyretirement.com | Buffalo, NY

As a retirement account executive, Mary specializes in wealth
management, retirement planning, and client relationships.

Specialties

Wealth Management
Retirement Planning
Client Relationships

About:

As a retirement account executive, Mary specializes in wealth
management, retirement planning, and client relationships.

Experience:

With 15+ years of experience, Mary coordinates fund and plan design changes, conducts plan review meetings, and works with the Retirement Plan Advisors to make recommendations that are beneficial to each client’s needs. She partners with company administration teams to design and sustain effective retirement plans, ensuring fiduciary responsibilities are met. Mary facilitates
client relationships and manages a robust book of business to align with strategic initiatives.

Prior to Lawley, Mary held various roles in the financial services industry, where she advised clients on effective wealth management strategies and built lasting relationships with current and prospective clients.

Accreditations:

Mary holds FINRA Series 7, 63, & 65 licenses and a NYS Life, Accident, & Health License.

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Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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