She leveraged her knowledge and skills to develop an innovative curriculum that teaches financial empowerment to young women at her alma mater. She tapped her daughter to provide insight into the questions and challenges that young women currently face. Today, she helps GWU students and athletes get a strong start in building wealth by teaching them how to budget, save and negotiate pay. “These are smart, hardworking women who needed a shot coming out of school,” she says of them being able to articulate their value.
Marybeth likes to use the phrase “cultivate your economic power” when she encourages women to harness their voices. Meanwhile, she continues to leverage her own voice on behalf of others. She makes a point to help women come out of change “into a better place,” whether it’s helping them through career, marital or other life shifts.
“The secret to my success is the fact that I know I’m not finished,” she says. “Yes, I want to be successful and I want my clients to be successful, but more importantly, I want to be impactful.”
What pushes her forward is knowing the value of diversity. “That’s the beauty I see in the world now,” she adds. “I see the value of different voices in conversations and am so excited to see that progress being made around the world and in Corporate America. Different voices,” she adds, “bring much better solutions.”
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The ranking of America’s Top Women Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. For the full list and more visit: www.forbes.com/top-wealth-advisors.
Source: morganstanley.com
