Mary Ellen Crisp is a wealth operations senior specialist based in Alexandria, VA.
Mary Ellen builds relationships with new clients in the Alexandria office, managing investment account openings and coordinating asset transfers to ensure a smooth onboarding experience. Working primarily with retirees and pre‑retirees, she guides clients through rollover processes and transitions step by step.
Mary Ellen has more than 18 years of experience in wealth management, including 16 years with BlueSky Wealth Advisors and two years with Campbell Wealth Management before the firm joined CAPTRUST. Earlier in her career, she served as an executive assistant for several large corporations.
She earned an Associate of Applied Science in executive secretarial technology from Delaware Technical and Community College.
In her free time, she enjoys being outdoors—especially at the beach—staying active in her community through tennis, cornhole, and Mahjong, and spending as much time as possible with her husband, four children, and six grandchildren.
Education
- Associate of Applied Science in executive secretarial technology, Delaware Technical and Community College