Mary Chaidez

Mary Juliana Chaidez, CFP®
Legal Wealth Advisor Truist Bank

303 Peachtree St NE

12th Floor,

Atlanta, GA 30308-3200

About me

Background

I am a Legal Wealth Advisor with Truist, offering clients more than 10 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. I have earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science- Family Financial Planning
University of Georgia

Personal Interests

I serve on the board of Pro Bono Partnership of Atlanta. 

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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