Her Story
About Mary
Mary Greene, MBA, is a Financial Planner at Prudential Financial with more than 18 years of experience in the financial services industry. Throughout her career, she has focused on helping individuals, families, and communities build financial confidence through thoughtful planning, wealth strategies, and long-term relationship building. After beginning her career in financial services as a professional and advisor, Greene progressed into leadership roles before returning to her passion for client-focused financial planning in 2021.
Greene brings a strong foundation in business leadership, sales strategy, and financial management. She earned her bachelor’s degree in Political Science with a minor in History from Howard University and completed her MBA in Business Management from Aurora University. During her career, she has been recognized for her performance and leadership, including being named Rookie of the Year and Sophomore of the Year early in her financial services journey. She has also led high-performing teams, mentored professionals, and developed strategies that contributed to organizational growth and success.
Known for her commitment to integrity, service, and empowering others, Greene believes that trust is the foundation of every successful relationship. She is passionate about helping clients make informed financial decisions while also supporting initiatives that promote financial education and generational wealth. Outside of her professional work, Greene values family, community engagement, and mentoring the next generation, including supporting her nieces as they pursue their academic and career goals. Her leadership philosophy is centered on putting people first, doing the right thing, and creating a lasting positive impact.
Her Interview
Ten minutes with Mary
01What do you attribute your success to?
My success early on in my career came from a great support system at our firm in Chicago and still in Atlanta. I needed individuals that would support my career with training, growth and development. Mentoring from senior advisors who were females in the office was tremendous, as was learning from the senior leadership team about success, execution, and processes.
02What’s the best career advice you’ve ever received?
Clients always come first because it's about them and the human lives we impact, not the money. You need tremendous support and good processes to make your practice sustainable. Your reputation is all you have in this industry, and once you mess that up you're done. Always do the right thing when nobody's looking.
03What advice would you give to young women entering your industry?
It is one of the most rewarding careers with great work-life balance and flexibility, especially if starting a family. It's entrepreneurial and allows control of your destiny with many paths like advising, compliance, or teaching. The first five years require hard work building from scratch, but it becomes very rewarding. I wish someone had introduced me to it sooner.
04What are the biggest challenges or opportunities in your field right now?
There's more work than people available, especially with compliance, fraud documentation, and due diligence making paperwork cumbersome. Technology integration is limited due to rules, but it's all to keep customers safe. Despite that, it's a very rewarding industry.
05What values are most important to you in your work and personal life?
Integrity is at the top of the list because clients must trust you. Honesty, valuing other people, being flexible, understanding other cultures, caring about fellow individuals, and making sure we're doing the right things when nobody is looking.
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