Mary Beth has been a Financial Advisor for ten years, ever since graduating from the University of Iowa with a degree in Finance. She is currently employed at Morgan Stanley Wealth Management. In her position she provides families and business owners with financial advice and guidance.
“I like to go beyond just investments and really work with my clients on their entire financial picture. This allows us to ensure our investment strategy is working in harmony with all of their goals and dreams. I love the planning aspect and seeing clients achieve their goals, it is most rewarding for me,” said Mary Beth, who grew up in Elmhurst.
Mary Beth chose this line of work because she always had an interest in the stock market, investing and the economy but her real passion is working with people. This career has allowed her to blend the two.
“It is the absolute perfect job for me,” said Mary Beth, “Touching my clients’ lives each day keeps me counting my blessings.”
Mary Beth believes her ability to be listen, understand and be compassionate also helps her in her line of work.
“Lots of people in my line of work want to talk, talk, talk but the really important thing is to listen to your clients. Listen to their concerns, goals, hopes, and dreams,” said Mary Beth.
Mary Beth’s own goals include ensuring her clients have a sound financial plan in place to weather the volatile markets that we have seen recently. She also hopes to educate and share her knowledge with those in need of guidance and counsel in this area. She is involved with Dress for Success and a Morgan Stanley Women’s Counsel that helps women begin and advance their careers.
For other women in business Mary Beth would suggest they work on their own confidence.
“Never assume that everybody else knows more than you or is better or smarter than you are, don’t feel like an imposter when you accomplish something professionally. Be confident and proud of your success,” said Mary Beth, “…When you are in my circle personally or professionally I would do anything to support, encourage, and help you to succeed. Life isn’t a competition, I hope we all achieve brilliant success.”