Mary E. Moyer-Barrett
Partner Emeritus, SAGE
Branch Associate, RJFS
mary.moyer-barrett@sageprivatewealth.com

Mary Moyer Barrett

Mary began her financial services career twenty-one years ago with Nick Brait in the Park Ridge Edward Jones office as his Office Administrator. In 1999, she and Nick founded Lasting Legacy Ltd., where she served as Vice President and became a Series 7 licensed representative. Together, they built a thriving practice around advising clients and implementing comprehensive wealth management plans.

She loves working with clients as well as being responsible for the financial workings of the business. Coming from a large extended family, dual roles come naturally to her as she describes herself as "a caregiver at heart, with the gift of finance". Mary understands the importance of anticipating potential problems and mitigating their impact for the clients as well as the company. As a Partner Emeritus, Mary is providing guidance on the overall management of the company's book and records while continuing to participate in different aspects of the firm's operations.

She and her husband, Mark, are proud and involved parents of their two married children and four grandchildren. When they are not enjoying time with them in Park Ridge, they cherish family weekends at Whitewater Lake in Wisconsin. Mary is also passionate about photographing her family and friends. They are also active in St. Mary's Episcopal Church in Park Ridge.

Raymond James is not affiliated with any of the organizations listed above.


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