MaryPat Peeples

MaryPat Peeples

MaryPat Peeples is a Financial Planning Associate for Warren Averett Asset Management.

Her primary responsibilities include organizing financial planning materials and interacting with clients on a variety of matters. MaryPat ensures clients’ needs are accurately addressed throughout the comprehensive financial planning process and excels at holding everyone involved accountable for their part in the process. Additionally, MaryPat is an integral part of the Women’s Wealth Connection (WWC), working primarily behind the scenes to support clients as well as help organize WWC events. She also enjoys sharing her expertise in the specials needs planning arena through her involvement in Warren Averett’s Impact Initiative.

Education

  • Bachelor of Science in Consumer Science, University of Alabama, Tuscaloosa, AL
  • Master of Science in Family Financial Planning and Consulting, University of Alabama, Tuscaloosa, AL

Community Involvement

  • Exceptional Foundation, Junior Board Member999
  • Arc of Central Alabama, Junior Board Member

Ask Me About

  • The best resources for young adults to learn about managing their finances
  • How to plan comprehensively for a family member with special needs
  • The benefits of an EnAble savings plan
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