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About Virginia529

Leadership

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Mary Morris, CEO

Mary G. Morris is the Chief Executive Officer of Virginia529, the largest tax-advantaged education savings program in the country with the direct Invest529, advisor CollegeAmerica programs and Defined Benefit 529 Program; Virginia529 launched tax-advantaged disability savings program ABLEnow in 2016 and ABLEAmerica in 2018. Virginia529 is developing a state-facilitated private retirement program to open by mid-2023. Virginia529 sponsors SOAR Virginia, an early commitment scholarship program, and administers a variety of scholarship and education access, affordability, and attainment initiatives to foster equity and inclusion in educational access and help make postsecondary education more affordable and accessible to all Virginians.

Mary works with the executive team to develop the strategic vision for the future and coordinates the operations, resources, outreach, and investments of Virginia529; she is involved in state and federal legislative and governance issues relating to 529, ABLE and private retirement initiatives and policy. Mary is a lawyer and spent many years in private practice specializing in tax, public finance, securities and ESG matters.  In the public sector, earlier in her career she served as a Virginia Senior Assistant Attorney General for Tax and Finance and later served a term as the Treasurer of Virginia.

Mary earned her Juris Doctor and Master of Law and Taxation from the Marshall-Wythe School of Law at the College of William and Mary.  She is active in both national 529 organizations, and the College Savings Plans Network where she serves on the executive leadership team as Vice-Chair and a member of the National Association of State Treasurers Legislative Committee, and the College Savings Foundation, where she is a former Board Chair and member of the Media Committee.  Mary is a member of the boards of the Virginia Council on Economic Education (VCEE) and the Virginia Foundation for Community College Education (VFCCE) and a former member of the board of Junior Achievement of Central Virginia (JACV). She is a member of the Institutional Limited Partners Association (ILPA) and the Virginia State Bar.  Mary is a frequent national speaker on education savings, the future of higher education and workforce training and disability savings.

Invite Mary to speak at your event

Contact Devon Copeland, Senior Communications Associate
Phone: 804.225.2452

Topics of expertise

  • Education Savings
  • 529 Plans
  • Education Policy
  • Student Loan Debt
  • Disability Savings
  • College Affordability
  • Financial Literacy
  • Higher Education Access
  • Taxes

Professional Affiliations/Memberships

  • National 529 organizations, Active participant
  • College Savings Foundation, Former Board
  • Chairman/Media Committee member
  • College Savings Foundation, Past Board Chair/Media Committee member
  • National Association of State Treasurers
  • Legislative Committee, Member
  • Virginia Council on Economic Education (VCEE), Board member
  • Junior Achievement of Central Virginia (JACV), Past Board member
  • Institutional Limited Partners Association (ILPA)
  • Member Virginia State Bar, Member

Upcoming Board Meetings

October
5
2022

Virginia College Savings Plan (Virginia529) Board and Committees Retreat

Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

Virginia College Savings Plan Board and Committees Retreat will take place from October 5, 2022 to October 7, 2022 with meetings at Lorien Hotel or The Old Dominion Boat Club in Alexandria, VA. Please see meeting listings for locations and times.

October
5
2022

The Virginia College Savings Plan (Virginia529) Audit & Actuarial Committee

Liberty Room at the Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
5
2022

The Board and Committees of the Virginia College Savings Plan (Virginia529)

Independence/Living Room/Freedom Terrace area of the Lorien Hotel
1600 King Street , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
5
2022

The Virginia College Savings Plan (Virginia529) DB529 Fund Committee Meetings

Liberty Room at the Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
6
2022

Board of the Virginia College Savings Plan (Virginia529)

Liberty Room at the Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
6
2022

Board of the Virginia College Savings Plan (Virginia529)

Liberty Room at the Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
6
2022

The Virginia College Savings Plan (Virginia529) Board and Committees meeting

The Old Dominion Boat Club
0 Prince Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

October
7
2022

The Virginia College Savings Plan (Virginia529) RetirePath VA Program Advisory Committee meeting

Liberty Room at the Lorien Hotel
1600 King Street
Alexandria , Virginia 22314

All meetings held in the Board Room at the Virginia529 office at 9001 Arboretum Parkway, North Chesterfield, VA 23236 unless otherwise noted.

Public comment accepted during the first ten minutes of each meeting.

More about Virginia529

About Virginia529

Get to know the history, mission, and savings programs of Virginia529.

Careers

Virginia529 is always on the lookout for talented individuals to join our growing team.

Reports

Review historical reports and current investment policies.

Procurement

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