Mary H. Durie

Registered Representative at Raymond James Financial Services, Inc.

Mary H. Durie

Mary H. Durie

Registered Representative at Raymond James Financial Services, Inc.

Biography

Mary H. Durie, CFP®, CAP®, AEP®

For Mary, cultivating long-term relationships with her clients is her main goal. She brings an engaging, straightforward style to explaining complex financial matters and offers diverse options for preserving and managing wealth. Her unique ability is to analyze complicated issues and distill them down to an actionable decision.

Mary’s experience in socially responsible and ESG (environment, social governance) investing, coupled with her Chartered Advisor in Philanthropy® and Accredited Estate Planner® designations, allows her to bring a depth of understanding to help families align their investment management with their core values. She also specializes in working with corporate executives, specifically, those with highly concentrated positions in a single stock.

She joined Quest Capital Management, Inc. in 1988 earning her Certified Financial Planner™ certification in 1990. She now serves as Principal and Wealth Advisor.

Additionally, Mary serves on the Board of Governors for the Dallas Estate Planning Council. She is also active with the Dallas Chapter of Women's Presidents' Organization. She has been named to D Magazine's list of "The Best Financial Advisors in Dallas" since its inception in 2002. She has been featured in the book Wealth Advisors: The Smart Investor's Guide to Evaluating and Selecting a Competent Team of Financial Professionals. Mary has also been named nationally as one of Worth magazine's Top 100 Wealth Advisors and Registered Rep magazine’s Top 25 Women Registered Investment Advisors. She also serves on the Advisory Boards of the Dallas Foundation and Dallas Communities Foundation.

Mary is a Registered Investment Advisor Agent with Quest Capital Management, Inc. and a Registered Representative with Raymond James Financial Services. She is also licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance.

When not in the office, Mary spends her time with her husband, Paul Stone, playing golf or faithfully supporting the Sooner football program.

Overview
RelSci Relationships

407

Number of Boards

3

Number of Awards

6

Interests

Football, Golf

Relationships
RelSci Relationships are individuals Mary H. Durie likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner at Johnson Jordan Cresswell Monk PC

Relationship likelihood: Strong

Partner at Johnson Jordan Cresswell Monk PC

Relationship likelihood: Strong

Partner at Little Pedersen Fankhauser & Cox LLP

Relationship likelihood: Strong

Co-Founder at True North Advisors LLC

Relationship likelihood: Strong

Vice President at Southern Nazarene University Foundation

Relationship likelihood: Strong

Attorney at Wolfish & Newman, P.C.

Relationship likelihood: Strong

Founding Partner at Bisignano Harrison Neuhoff LLP

Relationship likelihood: Strong

Financial Advisor at Edward Jones Investments

Relationship likelihood: Strong

Member (Attorney) at Wallace, Jackson & Lohmeyer PC

Relationship likelihood: Strong

Professional at JPMorgan Chase Co. (Investment Management)

Relationship likelihood: Strong

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Mary H. Durie
Registered Representative at Raymond James Financial Services, Inc.
Career History
Registered Representative
Current

Raymond James Financial Services, Inc., part of Raymond James Financial, Inc., is a company headquartered in St. Petersburg, FL. The firm provides brokerage services. Richard G. Averitt is currently the CEO of the company.The company says this about itself: Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $750 billion.

Principal & Wealth Advisor
2011 - Prior

Quest Capital Management, Inc. is an American private company located in Dallas, TX. The firm provides investment advice. It was founded in 1987.

Boards & Committees
Member, Board of Governors
Prior
Investments
Details Hidden

Quest Capital Management, Inc. is an American private company located in Dallas, TX. The firm provides investment advice. It was founded in 1987.

Awards & Honors
2002
D Magazine - The Best Financial Advisors in Dallas
1990
CFP (Certified Financial Planner)
Accredited Estate Planner
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