Mary T. Moose, RFC, RFP, President

  

Mary T. Moose, RFC, RFP
Financial Planner
President-Victory Wealth Management, Inc

Versatility best describes Mary’s knowledge and capability as a financial planning professional. Mary has the gifts of: being able to discern her client’s needs, help them gain clarity, and perpetuate them toward financial independence. Mary understands “where her clients live” and tailors a financial plan to their specific needs. Her mission is to help her client realize their wildest dreams! 

As a Registered Principal with her broker dealer, Advantage Capital Corporation/AIG Advisor Group, she is able to offer her clients quality research, analysis and portfolio construction. Mary believes a key to her success has been surrounding herself with some of the best and the brightest professionals who share the same level of integrity, dedication and commitment to excellence.

Mary is President and founder of Victory Wealth Management, Inc. She has built an impressive client base that has grown to rely on her savvy advice and guidance. Because Mary believes in the power of synergistic relationships and sharing ideas with other professionals she has sought out and built relationships with other financial planning professionals all over the United States who are considered to be icons in the financial planning arena. Associations with local professionals such as CPA’s, attorneys and mortgage professionals further enhance her ability to offer limitless resources to her client so that their every financial need is met. 

 
 
 

 

 

 

 

 

Professional Designations/Qualifications:

  • RFC - Registered Financial Consultant
  • IAR - Investment Advisor Representative (Advantage Capital Corporation)
  • Registered Principal - Advantage Capital Corporation
  • NC Licensed in Life/Health and Long Term Care
  • NC Licensed Mortgage Loan Officer    

     Registrations:

  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal-Advantage Capital Corporation
  • Series 65 - Investment Advisor Representative

    Education:

  • Central Piedmont Community College, Charlotte, NC
  • Catawba College, Salisbury, NC
  • Currently participating in CFP certification (Certified Financial Planner)-Metropolitan State College of Denver, CO

    Affiliations:

  • Financial Planning Association- a membership organization for the financial planning community. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. The FPA believes that everyone needs objective advice to make smart financial decisions.
  • Rufty Holmes Senior Center Board Member-Mary currently serves as a board of Rufty -Holmes Senior Center located in Salisbury, NC. She has been involved at the center since 2001.
  • Kannapolis Church of God- Mary and her family enjoy time in fellowship and worship at Kannapolis Church of God.