Mary Ann has been with San Mateo office of Titus Wealth Management for 12 years. During this time, she has cultivated very strong relationships with our clients. They can be thought of as her second family. In addition she is responsible for the firm payroll, accounts payable, client billings, processing account paperwork for clients and assisting clients with various account issues. Mary Ann maintains a rigorous schedule of email and phone calls making sure that our clients continue to receive the type of service that is expected of a company who has been entrusted with the safeguard of their wealth. She keeps the firm up to date on all state appointments and works closely with our broker/dealer, LPL Financial regarding client needs.
Mary Ann began her career in business over 18 years ago working for an engineering firm on the Peninsula, supporting the project engineering staff. She followed with a position at an international welding firm supporting the sales team. Mary Ann changed fields and secured a position with a CPA firm that audited credit unions. As someone who is very detail oriented, her role at Titus Wealth Management is a natural one.
Mary Ann is a native San Franciscan. In her spare time she enjoys travel, gardening, and relaxing with family and friends. She looks forward each day to healthy run with her Border Collie. She and her husband David, have a son David and a daughter Kerry Anne of whom they are very proud.