Mary Traylor is an Associate Director, Private Wealth Client Services with Cresset in the Atlanta office. In this role, she is committed to providing white-glove service and works closely with advisors and custodians to help ensure a seamless wealth management experience. With more than 25 years of professional experience, Mary Traylor takes a proactive approach to anticipating the needs of advisors and clients.
Prior to joining Cresset, Mary Traylor was a Senior Relationship Associate at Pendleton Square Trust Company, Inc. and Vice President at Diversified Trust Company, Inc. Through these roles, she developed extensive experience in financial planning and client service.
Originally from Richmond, Virginia, Mary Traylor earned a bachelor’s degree in business administration from Furman University. She resides in Sandy Springs with her husband, Sam, and son, Larus. Outside of work, Mary Traylor enjoys spending time with family and friends, exercising, reading and trying new restaurants.