Mary Ware, CFP^®, CIMA^®, CDFA^®, MBA

Managing Partner | Senior Wealth Advisor

704-733-6882
Mary.Ware@CarnegiePW.com

Mary specializes in helping clients who are navigating life transitions. Mary has many years of experience helping clients to transition from their working career into retirement. Her keen understanding of the emotional impact of retirement (the stress of not having a paycheck, loss of purpose, and impact on marital dynamics), as well as the significant planning challenges that must be addressed make her the ideal advisor for clients facing the exciting and sometimes unsettling prospect of retirement.

She also has significant expertise in helping female clients through divorce or the loss of a spouse. What clients often need in these situations is an advisor who can combine skilled technical advice with the care and encouragement of a friend. Mary excels in these situations because of her extensive training in multiple areas of planning, as well as her life experiences as a counselor and advocate for women.

In each of these situations, Mary keeps her clients focused on what is most important—their family, goals, and hopes for the future—instead of being bogged down by the hundreds of small decisions that can often be paralyzing. Mary loves getting to know clients and serving as a coach, confidant, friend, and go-to person for all things financial.

Mary is a native Charlottean committed to serving the community. She’s previously served on the Board of Directors for Good Friends Charlotte and KIPP Charlotte School. She is an alumna of Leadership Charlotte Class 32 and a founding member of the World Economic Forum Global Shapers Charlotte Hub. Mary is currently leading Carnegie’s partnership with the Barron’s Investing in Education program.