Mary P. Mahlie serves as a Senior Vice President and Trust Officer at Moody Bank, where she leverages over 30 years of extensive experience in Global Wealth Management to deliver exceptional financial solutions to clients across Austin and Central Texas. With a deep understanding of...
Mary P. Mahlie serves as a Senior Vice President and Trust Officer at Moody Bank, where she leverages over 30 years of extensive experience in Global Wealth Management to deliver exceptional financial solutions to clients across Austin and Central Texas. With a deep understanding of private banking, private lending, and trust portfolio management, Mary is adept at guiding clients through complex transactions, ensuring that their unique financial needs are met with precision and care.
At Moody Bank, one of the oldest and largest trust departments in Texas, Mary collaborates with a dedicated team of professionals to provide customized wealth management solutions tailored specifically for closely held businesses and high-net-worth individuals. Her expertise in investment banking, commercial lending, and institutional investments allows her to craft strategies that align with her clients' long-term financial goals.
Mary is also a Certified Retirement Planning Specialist (CRPC), which enhances her ability to advise clients on retirement strategies and investment management. Her proficiency in managing trust portfolios and understanding the intricacies of non-profit banking further solidifies her reputation as a trusted advisor in the industry. As she continues to drive key projects at Moody Bank, Mary remains committed to fostering lasting relationships with her clients, ensuring they receive the personal service and attention that has defined the bank’s century-long legacy in wealth management. Through her leadership and expertise, Mary Mahlie exemplifies the values of trust, integrity, and excellence that are the hallmarks of Moody Bank's mission.
