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Mary ErwinFinancial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602

Mary joined the Tampa CAPTRUST office in 2019 as a Financial Advisor responsible for providing institutional religious retirement and foundation services. Prior to joining CAPTRUST, Mary served as a Vice President of portfolio solutions at BlackRock, and also held the position of vice president, institutional portfolio strategist, for U.S. Trust. She has been in the industry since 2004.

Mary earned a Bachelor of Arts degree in English literature from the University of Florida. When not with a client, she enjoys traveling, cooking, spending time with friends and family, and shooting sporting clays. 

EDUCATION 

  • Bachelor of Arts degree in English literature from the University of Florida

INDUSTRY INVOLVEMENT 

  • CFA Society of Tampa Bay
  • Advisory Board Member, University of Florida Muma College of Finance

Personal Profile

Hometown:
Tampa, FL
Favorite Book or Movie:
Alice's Adventures in Wonderland | The Princess Bride
Ideal Dinner Guest:
Bill Murray, Betty White, and Jon Stewart
Words to Live By:
"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel" - Maya Angelou
Qualities I Admire in People:
Kindness, loyalty, and optimism