Mary M. Livingston
NAVIGATE WEALTH MANAGEMENT | Founder and President
BIRMINGHAM, AL 35233
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CRD#: 5704906
Professional summary
Mary Meadows Livingston, CFA, CFP® is a registered financial advisor currently at NAVIGATE WEALTH MANAGEMENT, LLC located in Birmingham, Alabama.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mary has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Budget & Debt Management
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Insurance
Life Planning
Retirement
Sudden Wealth
Special Needs
Personal Taxes
Women's Finances
Biography
Mary Meadows brings a diverse background to her work as a financial advisor having spent the first five years of her career as an early childhood special educator at The Bell Center for Early Intervention. During that time, Mary Meadows recognized that financial wellness has an impact on more than your bank balance. Her passion to empower directed her to pivot to a career in finance. She joined the team at Porter, White & Company, an investment banking and investment management firm serving both individual and institutional clients, and worked there from 2011 to 2020.
As a CERTIFIED FINANCIAL PLANNER™ practitioner and a CFA® Charterholder, she has both the quantitative background to analyze markets and investments and the ability to explain difficult concepts. Her B.A. in Psychology and Master of Teaching from the University of Virginia complement the financial background and balances the depth of financial knowledge with the empathy and understanding of the human spirit.
Personal relationships and trust are key to a successful financial plan, and Mary Meadows enjoys working with a diverse set of clients who have unique needs and stories. She is a native of Tupelo, Mississippi and a long-time resident of Birmingham who is committed to the city and enjoys serving the community through various organizations and leadership roles. When not at work, Mary Meadows can usually be found at a concert, the library, on a trail hiking, or trying out a new recipe in the kitchen.
Question & Answer
What are your service offerings?
Education Planning
Tax Planning
Socially Responsible Investing
Budgeting
Divorce Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Income Management
Retirement Planning
Are you a "fiduciary"?
Yes
Personal quote
I enjoy understanding the uniqueness of each individual that I serve. I listen to your story and goals and do everything I can to help you make a plan to get there.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Meadows Livingston's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
September 1, 2022 - Present
NAVIGATE WEALTH MANAGEMENT, LLC
Office #1: 2208 University Blvd. Suite 102, Birmingham, AL 35233RIA
CRD#: 173770
BIRMINGHAM, AL
Past
October 11, 2020 - October 7, 2022
EQUITA FINANCIAL NETWORK, INC.
RIA
CRD#: 277031
Birmingham, AL
Past
September 5, 2011 - October 6, 2020
PORTER WHITE INVESTMENT ADVISORS, INC.
RIA
CRD#: 110876
BIRMINGHAM, AL
Past
August 5, 2011 - November 11, 2014
PORTER, WHITE & COMPANY, INC.
BD
CRD#: 7925
BIRMINGHAM, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NAVIGATE WEALTH MANAGEMENT, LLC
ABEONA WEALTH | NAVIGATE WEALTH MANAGEMENT, LLC | GRAHS, CARL J
CRD#: 173770 / SEC#: 801-114048
RIA
Registered Investment Advisory firm - (9/26/2018 Approved)Alabama
Registered Investment Advisory firm - (10/2/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/2/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(9/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NW
NAVIGATE WEALTH MANAGEMENT, LLC
ABEONA WEALTH | NAVIGATE WEALTH MANAGEMENT, LLC | GRAHS, CARL J
CRD#: 173770 / SEC#: 801-114048
RIA
Registered Investment Advisory firm - (9/26/2018 Approved)Alabama
Registered Investment Advisory firm - (10/2/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Independence Plaza Suite 816, Birmingham, AL 35209
Mailing Address
Phone number
(205) 224-9500
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 776 |
| AUM (Assets Under Management) | $ 354,589,456 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/02/2022 |
Red Flags
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Company Information
NAVIGATE WEALTH MANAGEMENT, LLC
Founder and PresidentCRD#: 173770Birmingham, AL 35233TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
