Mallory Harrell

Associate Wealth Advisor

Mallory Harrell

About Mallory

In her role as an associate wealth advisor Mallory knows financial planning contains many complexities that are unique to each client’s situation and goals, and a customized plan developed in partnership with a wealth advisor provides clarity and confidence to achieve your goals, both financial and personal.

Mallory works in collaboration with her team to strengthen client relationships and identify advanced planning opportunities, as well as manage client portfolios and implement the Buckingham investment strategy. She feels the most rewarding part of her role is becoming a true partner to her clients and walking alongside them through major life changes. She likes to dive deep and discover what is most important to clients; learning what motivates and inspires them and their biggest dreams.

Mallory became interested in wealth management through her educational background in finance and her love of building relationships from a previous sales career. She enjoys collaborating daily with teammates and clients and believes as fiduciaries, the collaborative approach of working with multiple advisors provides the highest level of service for her clients.

Originally joining Buckingham in 2017 in a client service role, Mallory quickly transitioned to an advisor role. Mallory earned a bachelor of business administration, international business with an emphasis in finance and Spanish from the University of Missouri – Columbia. Mallory is a St. Louis native and loves to explore the city with her husband and daughter.