An experienced and dedicated professional in the financial industry, Ivy previously worked for the renowned institution of Merrill Lynch and was the director of operations for the Morgan Financial Group. Her educational background includes a B.S. in Business Management, certification for the role of Financial Counselor for Military Spouses, and most recently, she passed the Series 7 examination to become a Registered Financial Client Associate.
Ivy made the move to sunny Arizona from Virginia in January of 2024 and has become a valued team member here at Watermark, building and sustaining strong client relationships. Ivy takes her personal and professional growth seriously. "My aim is to have a meaningful and positive impact here at Watermark, and not only efficiently address the unique needs of each client, but to earn their trust."
Ivy leads a highly active lifestyle and loves to run, hike, play pickleball as well as take part in occasional games of poker. She's an avid reader to boot. Ivy is a big sports fan- football and baseball being favorites, whether it's watching on TV or cheering in the stands. Ivy lives in Queen Creek with her fiancé, Chad and is a devoted mom to three amazing adult children.