Victory Financial Planning

CONNECT

Address:

15 82nd Drive, Suite 160
Gladstone, OR 97027

Phone:

(503) 558-3102

Fax/Other:

(503) 893-3058

Mary Moose Garlock

Mary Moose Garlock

RFC®, AIF®, Financial Planner

For over 20 years Mary Moose Garlock, RFC®, AIF® has dedicated herself to working with individuals and families by providing high-quality advice and integrated investment solutions to help simplify and enhance the quality of her client's lives.  She is a registered and licensed professional, trained to objectively analyze your investment needs and help to create a financial plan designed to meet your unique goals. 

 

Mary is originally from North Carolina and has the accent to prove it! She enjoys spending time with her husband either exploring the great Pacific Northwest or having a quiet dinner at home with their furry girls McKenzie and Addie. Mary also has two amazing grown children and one granddaughter.

 

Mary believes while money does not buy happiness, it can offer the freedom and flexibility to have more choices. Take that first step, and begin planning your financial future today.

 

QUALIFICATIONS

FINRA Registrations:

Series 24-General Securities Principal 02/2001

Series 6-Investment Company Products/Variable Contracts Rep. 10/1998

Series 7-General Securities Representative 08/2000

Series 63-Uniform Securities Agent State Law 10/1998

Series 65-Uniform Investment Advisor Law 02/2001

Designations:

RFC®-Registered Financial Consultant 2006

AIF® - Accredited Investment Fiduciary 2018

 

EXPERIENCE

May 2000 - July 2013  Victory Wealth Management, Inc., President, China Grove, NC

Developed a client centered, successful, systemized, high-touch independent Financial Planning practice

Speaker, FSC Securities, Inc. 2012 National Women’s Conference in San Antonio, TX. Topic: “Never Let Up” – how to obtain sustainable growth and high levels of client satisfaction when building a financial planning practice.

COMMUNITY INVOLVEMENT

2011 Organizer of Tim Elrod “Ride in and Rally” Fundraiser

2007 - 2012 Past Board Member Rufty-Holmes Senior Ctr, Salisbury, NC

2007 - 2010 Duke Energy/United Way Golf Tournaments

2006 - 2013 Supporter of Boy Scouts of America

2006 - 2012 Past member Rowan Chamber of Commerce

2006 - 2010 Past member Rotary International

 
 

 

Phone 503-558-3102 ext 101
Fax 503-558-3102