With an extensive background in financial services and a heart for serving others, Ivy brings experience, professionalism, and genuine compassion to her role at Watermark Wealth Strategies. Since joining the firm in 2024, she has become a valued resource for both clients and colleagues, known for her calm demeanor and unwavering commitment to exceptional service.
Prior to joining Watermark, Ivy held positions with Merrill Lynch and served as Director of Operations for Morgan Financial Group, building a strong foundation in client service and operational excellence. She holds a Bachelor of Science degree in Business Management and previously earned certification as a Financial Counselor for Military Spouses. Demonstrating her commitment to continual growth, Ivy recently obtained her Series 7 license, held with LPL, and now serves as a Client Relations Specialist.
Clients value Ivy's steady presence and thoughtful approach, particularly during moments that require patience, problem-solving, and reassurance. She has a unique ability to make people feel heard and supported while navigating complex situations with professionalism and grace. Her dedication to building trust and serving others embodies the relationship-driven culture of Watermark.
Originally from Virginia, Ivy relocated to Arizona in 2024 and now resides in Queen Creek with her fiancé, Chad. She is also the proud mother of three adult children. Outside the office, Ivy enjoys running, hiking, pickleball, reading, and cheering on her favorite football and baseball teams.