Mary (Terry) Leone
Senior Client Relations Associate
Terry joined the Okun Financial Group team with over 30 years in client and administrative experience. She has worked for several financial service firms, to include Alex Brown for over 20 years and prior to their merger. Terry even has experience with Lincoln Financial Advisors and comes to us from Heritage Financial Group.
Terry has a BS degree in business from the College of Notre Dame of Maryland and grew up in the Arbutus area of Maryland. She also has two adult sons and stays busy with family events and friends. She is a HUGE Ravens and loves football, especially cheering her home team.
Terry loves working with clients and hopes to help you one day soon. Please help us welcome Terry to our practice.