
Mary Anderson
As a financial advisor at Morgan Stanley, I leverage my years of experience in the financial services industry to provide customized and comprehensive solutions for my clients' financial needs. I work with individuals, families, and businesses across various sectors and regions, offering them personalized advice and guidance on financing, investment planning, wealth management, and retirement planning.
My mission is to build long-lasting relationships with my clients by understanding their unique situations and objectives, and helping them navigate the complex and dynamic financial landscapes. I use the latest financial software and tools to analyze their portfolios, identify opportunities and risks, and create tailored strategies that align with their values and aspirations. I also collaborate with my team here at Morgan Stanley, who support me in delivering exceptional service and value to my clients.
I reside in the south suburb of Peotone, with my loving husband and two energetic sons. I'm deeply rooted in our vibrant community, and I dedicate time to various Peotone organizations and foundations, driven by my passion to give back and foster community growth.
Outside of my community involvement, my heart finds solace in the tranquil waters of the North Woods of Wisconsin. Fishing and boating there provide moments of serenity and peace which help replenish my spirit and invigorate my zest for life.