MARY FAZIO

I began my financial services career over 30 years ago, with 25 of those years spent in Manhattan working with high-net-worth individuals and institutional clients. In 2020, during the pandemic, our family made the decision to relocate to the Atlanta area to be closer to my husband’s family. Today, I’m a Financial Advisor with Morgan Stanley, serving clients across the country—with a strong presence in metro New York and Atlanta.

My clients include professionals, business owners, and financial industry peers who rely on me for clear, forward-thinking financial strategies. I hold the Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor™ (CPWA®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations—credentials that uniquely position me to support clients through major life and business transitions, from retirement and divorce to business exits and succession planning.

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Here’s what sets my practice apart:

• Strategic Transition Planning: I guide clients—especially business owners and professionals—through complex transitions such as retirement, divorce, or exiting a business, with both financial and emotional clarity.

• Credentials: As a CFP®, CPWA®, CDFA®, and CEPA® practitioner, I bring well-rounded, specialized insight to every planning conversation.

• Relationship-First Approach: Clients feel comfortable sharing personal details, knowing I create a nonjudgmental, jargon-free space for open and honest discussions.

• Multi-Generational Focus: I help families engage in meaningful conversations around wealth, values, and legacy—ensuring continuity and confidence across generations.

• Dual-Market Experience: With roots in both metro New York and northern Atlanta and registrations in multiple states, I bring national perspective with local insight.

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I enjoy:

-Building client relationships that often begin, or may result in friendships.

-An active lifestyle that includes tennis and group fitness classes.

-Networking, especially with women at different stages of their lives through tennis, social clubs & business associations.

-Spending family time with my husband, two teenage boys and our Labrador Retriever.

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PLEASE CONNECT WITH ME IF YOU'RE LOOKING FOR: An experienced, empathetic Financial Advisor who seeks to offer forward-thinking strategic guidance on a range of wealth management concerns.

770-933-3021 or mary.fazio@morganstanley.com

I began my financial services career over 30 years ago, with 25 of those years spent in Manhattan working with high-net-worth individuals and institutional clients. In 2020, during the pandemic, our family made the decision to relocate to the Atlanta area to be closer to my husband’s family. Today, I’m a Financial Advisor with Morgan Stanley, serving clients across the country—with a strong presence in metro New York and Atlanta.

My clients include professionals, business owners, and financial industry peers who rely on me for clear, forward-thinking financial strategies. I hold the Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor™ (CPWA®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations—credentials that uniquely position me to support clients through major life and business transitions, from retirement and divorce to business exits and succession planning.

________________________________________

Here’s what sets my practice apart:

• Strategic Transition Planning: I guide clients—especially business owners and professionals—through complex transitions such as retirement, divorce, or exiting a business, with both financial and emotional clarity.

• Credentials: As a CFP®, CPWA®, CDFA®, and CEPA® practitioner, I bring well-rounded, specialized insight to every planning conversation.

• Relationship-First Approach: Clients feel comfortable sharing personal details, knowing I create a nonjudgmental, jargon-free space for open and honest discussions.

• Multi-Generational Focus: I help families engage in meaningful conversations around wealth, values, and legacy—ensuring continuity and confidence across generations.

• Dual-Market Experience: With roots in both metro New York and northern Atlanta and registrations in multiple states, I bring national perspective with local insight.

________________________________________

I enjoy:

-Building client relationships that often begin, or may result in friendships.

-An active lifestyle that includes tennis and group fitness classes.

-Networking, especially with women at different stages of their lives through tennis, social clubs & business associations.

-Spending family time with my husband, two teenage boys and our Labrador Retriever.

________________________________________

PLEASE CONNECT WITH ME IF YOU'RE LOOKING FOR: An experienced, empathetic Financial Advisor who seeks to offer forward-thinking strategic guidance on a range of wealth management concerns.

770-933-3021 or mary.fazio@morganstanley.com