Skip to content

Education

B.A., Rutgers University

affiliation

Mercer County Estate Planning Council

Relationship Manager, Wealth Advisory, Managing Director

Mary Jo Luongo

Mary Jo Luongo is a Wealth Advisor in Glenmede’s Princeton office. In this role, she is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Ms. Luongo partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Ms. Luongo has more than two and a half decades of experience advising high-net-worth individuals and families through the complexities of trust and estate planning.

Prior to joining Glenmede, Ms. Luongo served as a Senior Trust Advisor for PNC Wealth Management where she was responsible for the administration of trust, investment management, and IRA account relationships. Before then, she served as a Senior Trust Advisor with U.S. Trust Company.

Ms. Luongo received her Bachelor of Arts degree in American Studies from Douglass College, Rutgers University, and is a graduate of the American Bankers Association National Graduate Trust School and the NY Bankers Association Trust Administration School.  She is an active member of the Mercer County Estate Planning Council.

Education

B.A., Rutgers University

affiliation

Mercer County Estate Planning Council