Mara Otley

With over two decades of experience in the financial industry, Mara brings a rare combination of technical expertise and genuine client care to every relationship she manages. Her career began in 2001 at Scottrade in St. Louis, where she mastered the intricate world of brokerage operations—from mutual funds and trading to transfers and corporate actions. This deep operational foundation gives her unique insight into creating seamless experiences for clients.

In 2017, Mara transitioned to Wells Fargo Advisors as a Financial Advisor, where she discovered her passion for helping clients achieve their financial goals through personalized guidance and strategic planning. By 2020, she expanded her impact by joining the Investment Products Consulting team, where she helped financial advisors across the organization better understand and utilize advisory and managed products to serve their clients more effectively.

In 2023, Mara made the move to Denver to join Chad Gildig's team as a Relationship Manager, bringing her comprehensive expertise to building and maintaining strong client relationships. In July 2024, she joined Mountain Legacy Family Wealth Partners to further enhance her service to clients through the firm's collaborative approach and expanded resources. Her philosophy centers on accessibility, clarity, and genuine care—ensuring every client feels heard, understood, and valued.

Outside of work, Mara treasures time spent with family and friends, enjoys traveling and exploring her new home state of Colorado, and gives back to the community through volunteer work.