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Mrs. Mallory Spence

Merrill Lynch, Pierce, Fenner & Smith, Incorporated

Contact Details

Merrill Lynch, Pierce, Fenner & Smith, Incorporated

Bio

Mallory Gladstein Spence, CFP®,  joined Merrill Lynch Wealth Management and the Reichek Gladstein Group in 2014. As a financial advisor with an emphasis in financial planning, Mallory believes that taking the time to understand each client's unique and often complex financial life allows the Reichek Gladstein Group help them navigate the path to their goals. She concentrates on developing personal relationships with each client so she can help them grow, structure, preserve and transfer that wealth through their lives. This collaborative relationship allows their needs to be the central focus of each step they take together. Whether those goals include college planning, saving for retirement, leaving a legacy for future generations, or something in between; Mallory helps her clients develop a long-term wealth management plan that grows as they do.

Mallory earned her BA from the University of Oklahoma, and continued her education with a Master of Science from Lancaster University in Lancaster, United Kingdom and a Master of Education from the University of Oklahoma. She is Series 7 and Series 66 licensed. She attained the Certified Financial Planner™ certification in 2018. In her free time Mallory volunteers with Texas Children's Hospital as a baby holder, is teaching herself calligraphy, and loves a great college football game, Boomer Sooner! She and her husband, Andrew, enjoy exploring Houston and traveling.