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Mary Lytch, AFTA

Wealth Management Advisor & Trust Officer

Experience

Experience
In the banking industry since 2000
Specialties
Business Retirement Plan Services, Charitable Giving, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Personal Retirement Planning, Probate & Estate Settlement, Trust Administration
History
  • Senior Wealth Advisor
  • Business Development
Education
  • Bachelor's Degree, Trust Management & Financial PlanningCampbell University
  • Accredited Trust Financial AdvisorAmerican Bankers Association
  • GraduateCannon Trust School
Involvement
  • Bechtler Museum of Modern Art
  • Charlotte Emergency Housing, Volunteer
  • Charlotte Estate Planning Council, Member
  • Financial Planning Association, Member & Past President
  • Habitat for Humanity, Volunteer
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Office Location

Charlotte Office
1300 Baxter Street, Suite 170
Charlotte, NC 28204
About This Location

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