A strong belief in the importance of financial freedom made possible through the power of careful planning and a long-term investment strategy has been the driving force behind Mary McEachern’s decades-long career in the investment and financial services industry. A Certified Financial Planner® and Chartered Retirement Planning Counselor®, Mary is passionate about earning her clients’ trust and helping them continuously achieve their financial goals as their needs grow and change.
Currently an Executive Director, Senior Portfolio Management Director, Insurance Planning Director, and Financial Advisor with Morgan Stanley Wealth Management, Mary manages portfolios on a discretionary basis for high-net-worth clients seeking comprehensive wealth management services and personalized investment advice.
Possessing a holistic understanding of investments, Mary offers each client a customized wealth management solution based on their goals and objectives, incorporating investment management, stock option analysis, retirement planning, hedging strategies, monetization of concentrated equity positions, life insurance analysis and funding, and wealth preservation strategies and transfer services. Through regular reviews and monitoring of data and ongoing communication, clients know that every decision Mary makes is in their best interest.
With a degree in economics from North Carolina State University, Mary began her career as an Investment Advisor with Paine Webber in Silicon Valley, CA, serving clients in the technology sector. She later went on to hold senior executive investments and portfolio management roles at Smith Barney, Merrill Lynch, and Wells Fargo prior to joining Morgan Stanley.
Mary is a strong advocate for developing a family mission statement that serves as a guiding light for clients to follow in directing their time and monetary resources to organizations that matter most to them. An enduring commitment to supporting business development, community enrichment, healthcare, and education has been the basis of Mary’s family mission statement for more than 20 years. To that end, she is the founding member of Women’s High-Tech Coalition, served as the secretary of the National Women’s Business Center, and supported Johns Hopkins All Children’s Hospital, a pediatric acute care children’s hospital in St. Petersburg, FL.
Mary resides in Sarasota, FL, and divides her time there and meeting with clients in Washington, DC, and Charleston, SC. When not assisting clients with planning and fulfilling their financial goals, she enjoys boating, fly fishing, and travel.
Services Include
- Wealth Management
- Professional Portfolio Management
- Qualified Retirement Plans
- Endowments and FoundationsFootnote4
- Philanthropic Management
- Retirement Planning
- Estate Planning Strategies
Securities Agent: WI, OR, ME, VI, VA, SC, NJ, NC, IN, GA, CT, PA, NY, MA, KY, UT, IL, FL, WA, ID, OH, NM, NH, MS, DE, DC, RI, MI, MD, AZ, TN, MT, CO, CA, WV, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 662829
CA Insurance License #: OA72378