MBA – Wealth Strategist, Relationship Manager
Mallory is the Wealth Strategist, Relationship Manager with Source Financial Advisors, specializing in financial planning.
Mallory's vision is becoming next generation financial advisor. She is acquainted with clients through relationship management and increasing involvement in the firm’s strategic wealth planning, including the implementation of Wealth Studios, an advanced financial planning software for high net worth individuals and families, and mind-mapping, a critical exercise for defining values and legacy planning.
Prior to joining Source, Mallory began her career as a Financial Advisor with the UBS Wealth Advice Center. She then transitioned to the UBS Family Advisory and Philanthropy team, where she held private briefings for Ultra-High Net-Worth (UHNW) clients alongside investment area experts and senior management. She was also instrumental in the planning and production of both the 2019 UBS Women’s Symposium and the 2019 UBS Young Successor’s Program. In June of 2019, Mallory joined a New York City-based, UHNW private family office, which manages a New York real estate and venture capital portfolio.
Mallory graduated with honors from Rollins College with a major in International Business. She also earned her MBA with honors from The Rollins College Crummer Graduate School of Business in an accelerated five-year program.
Mallory holds her 66 license and will earn her CFP designation in 2022.