Senior Client Account Specialist
Mary Ellen has over thirty-five years in the financial services industry and many of those years were spent working with Bob Fragasso. She began her second stint at Fragasso in 2012 as a client account specialist. In 2019, Mary Ellen was promoted to senior client account specialist which entails collaborating with the firm’s compliance officer and the executive management team. She works with management to coordinate client service responsibilities and to implement new and updated procedures across the team of client account specialists. In addition to these duties, she also supports two financial advisors with daily operational and administrative duties. Mary Ellen enjoys working with our clients to handle any of their administrative needs and help resolve their issues.
Mary Ellen is a native of Pittsburgh and currently lives in Washington Township with her husband. She earned her bachelor’s degree in speech and communications with a minor in business from the University of Pittsburgh. When Mary Ellen is not in the office, she enjoys volunteering for her church and spending time gardening, reading, vacationing at the beach or relaxing with friends and family in the quiet Westmoreland County countryside.