Schwartz Mabry Private Wealth Advisory Senior Registered Client Service Associate

Gretchen delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.

Before joining our team, Gretchen worked for Raymond James independent and corporate branches in San Diego and the greater Denver area. With more than eight years of experience with Raymond James, Gretchen also supports the business operations of our teams, working closely with the financial advisors to serve our clients at the highest level.

Gretchen holds the Series 7, 66 and 24 securities licenses as well as the life, health and annuity insurance licenses. She earned her bachelor’s from the University of Kansas. She and her family reside in Elizabeth, love sports - including KU basketball of course - and enjoy hiking and exploring beautiful Colorado.