Mary Schulz, Aif®, Ricp® Email and Phone Number
Mary Schulz, Aif®, Ricp® work email
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Mary Schulz, Aif®, Ricp® personal email
Mary Schulz, Aif®, Ricp® phone numbers
As an experienced financial professional, Mary truly enjoys walking her clients through all aspects of the financial plan. She talks about your goals and desires and what keeps you up at night. Mary genuinely cares about each individual and family she works with and understands each person's situation is unique to them. She thrives in finding solutions to your financial situation and always act in your best interests. She has patience and comprehends the complexities you face whether you are accumulating assets, creating a solid retirement income plan to last your lifetime and/or passing on a family legacy. Mary understands the plan is not finished in one day, it evolves with time and life's changes. She guides you through each phase with a holistic approach and a smile.Local SmartVestor ProThe SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Schulz Financial Group or LPL.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, IL, KY, MD, MN, MT, SD, TX, UT, VA, WI, WV.LPL Financial Privacy Policyhttps://lplfinancial.lpl.com/disclosures/privacy-security/online-privacy-policy.html
Schulz Financial Group
View- Website:
- schulzfinancialgroup.com
- Employees:
- 6
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Principal, Financial AdvisorSchulz Financial Group Nov 2017 - PresentMary is a Registered Investment Advisor Representative through LPL Financial and Principal Advisor at Schulz Financial Group.
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Financial AdvisorSouthwest Investment Advisors Jun 2014 - Nov 2017
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Group Sales ManagerOmni Hotels May 2012 - Jun 2014Dallas, Tx, UsGroup Sales Manager for Midwest and Northeast Markets. Grew market over 20% year over year. Achieved Annual Goal for 2013 and YTD through 2014. Manager of the Quarter Nominee for Q4 2013. Circle of Excellence 2013. -
Food & Beverage Manager, Core Kitchen And Wine BarThe Ritz-Carlton, Dove Mountain Oct 2010 - May 2012Bethesda , Md, UsGM of the signature restaurant managing over 40 employees. Consistently ranked in the Top 3 for Timeliness of Service and Overall Guest Satisfaction. Ranked #1 in Tucson for Service on OpenTable. Manager of the Quarter, July 2011 -
Sales ManagerThe Ritz-Carlton, Dove Mountain Oct 2008 - Oct 2010Bethesda , Md, UsSelling the finest luxury resort experience in the country. Discover the most spectacular southwest meeting destination, home to Accenture Match Play-World Golf Championships beginning in February 2009. Achieved Annual Sales Goals in 2009 & 2010, Awarded a Leadership Excellence Award in August 2010.
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Senior Sales ManagerHilton Tucson El Conquistador Golf & Tennis Resort Oct 2006 - Oct 2008Mclean, Va, UsResponsible for selling groups from 51 to 428 rooms on peak in the following markets: Corporate Arizona, High Tech, Real Estate, Accounting and Utilities. Solicit New Business and to be the choice hotel in the Southwest. -
Catering Sales ManagerAramark Harrison Lodging Jul 2005 - Oct 2006Philadelphia, Pennsylvania, UsResponsible for selling and servicing special events, Catering, Day Meetings, Smaller CMP Programs and Room Blocks. -
Director Of CateringAramark Harrison Lodging Aug 2001 - Jul 2005Philadelphia, Pennsylvania, UsSelling and servicing catering for the entire campus, ensuring the finest catering and service experience.
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Culinary InternMenu Direct 1999 - 2000
Mary Schulz, Aif®, Ricp® Skills
Mary Schulz, Aif®, Ricp® Education Details
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The American College Of Financial ServicesRicp® Retirement Income Certified Professional Designation -
North Brunswick High School
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The Culinary Institute Of AmericaCulinary Arts
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The Culinary Institute Of AmericaCulinary Arts/Chef Training
Frequently Asked Questions about Mary Schulz, Aif®, Ricp®
What company does Mary Schulz, Aif®, Ricp® work for?
Mary Schulz, Aif®, Ricp® works for Schulz Financial Group
What is Mary Schulz, Aif®, Ricp®'s role at the current company?
Mary Schulz, Aif®, Ricp®'s current role is Principal at Schulz Financial Group, Local SmartVestor Pro, 520-495-2800.
What is Mary Schulz, Aif®, Ricp®'s email address?
Mary Schulz, Aif®, Ricp®'s email address is ma****@****son.com
What is Mary Schulz, Aif®, Ricp®'s direct phone number?
Mary Schulz, Aif®, Ricp®'s direct phone number is +173274*****
What schools did Mary Schulz, Aif®, Ricp® attend?
Mary Schulz, Aif®, Ricp® attended The American College Of Financial Services, North Brunswick High School, The Culinary Institute Of America, The Culinary Institute Of America.
What are some of Mary Schulz, Aif®, Ricp®'s interests?
Mary Schulz, Aif®, Ricp® has interest in Outdoor Adventure Sports, Ny Giants Football, Cooking.
What skills is Mary Schulz, Aif®, Ricp® known for?
Mary Schulz, Aif®, Ricp® has skills like Leadership, Tourism, Team Building, Luxury, Yield Management, Salesforce.com, Food Service, Food, Sales, Trade Shows, Meeting Planning, Selling.
Who are Mary Schulz, Aif®, Ricp®'s colleagues?
Mary Schulz, Aif®, Ricp®'s colleagues are Nicholas Trujillo, Laurel C., Shane Reed.
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