Mary C. McGovern, CFP®, QPFC
Associate Vice President,
Financial Advisor,
Financial Planning Specialist,
Workplace Advisor - Equity Compensation
Direct:
(630) 573-9692(630) 573-9692
My Story and Services
Mary McGovern, CFP®, QPFC
Associate Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist
I help people achieve their goals. As a Certified Financial Planner™ (CFP®) and Financial Advisor, I look at the big picture of your financial situation and work with you to build a pathway to achieve your goals. Through our holistic approach, we implement smart, thoughtful solutions that meet your unique objectives.
As a Financial Planning Specialist and one of four CFP®s with Core Purpose Wealth Management, I oversee our team’s financial planning efforts to ensure that every client has a strong, comprehensive plan that considers the entirety of their life. You can expect me to take a collaborative, transparent, and holistic approach to every issue we tackle. I will help you strike a balance between risk and reward, between short-term requirements and long-term needs, between family obligations, business needs, and personal goals and dreams.
I enjoy applying my knowledge and experience as an equity analyst in assisting the team research and select investments for our client’s portfolios. Helping you achieve your financial goals is a second career for me. After graduating from Eastern Illinois University with a BS degree in business administration, I joined Northern Trust Company where I spent most of my tenure in the Investment Research Department. In 1997, I earned an MBA from DePaul University’s Charles H. Kellstadt Graduate School of Business and was promoted to the position of senior equity research analyst. In this role, I was responsible for rendering investment opinions to outside clients and a network of over 150 portfolio managers on companies in the telecommunications services, chemical and heavy machinery industries.
After nearly a decade at Northern Trust, I left the workforce to raise four children. Fast-forward another decade to 2012, when I re-entered the workforce as a Wealth Advisor Associate with Morgan Stanley. In 2013, I passed the CFP® exam and joined the team. As a working mother, I understand the push-pull balance of life and the decisions that many women have to navigate. Achieving financial equilibrium, particularly as you accumulate wealth and responsibilities takes significant time and energy. I am committed to ensuring that all of our clients feel confident and comfortable with their decisions around finances and investments.
I am a Chicago native and have lived here my whole life. Outside of work, I love spending time with family and friends and, when time permits, I will curl up with a good book.
Associate Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist
I help people achieve their goals. As a Certified Financial Planner™ (CFP®) and Financial Advisor, I look at the big picture of your financial situation and work with you to build a pathway to achieve your goals. Through our holistic approach, we implement smart, thoughtful solutions that meet your unique objectives.
As a Financial Planning Specialist and one of four CFP®s with Core Purpose Wealth Management, I oversee our team’s financial planning efforts to ensure that every client has a strong, comprehensive plan that considers the entirety of their life. You can expect me to take a collaborative, transparent, and holistic approach to every issue we tackle. I will help you strike a balance between risk and reward, between short-term requirements and long-term needs, between family obligations, business needs, and personal goals and dreams.
I enjoy applying my knowledge and experience as an equity analyst in assisting the team research and select investments for our client’s portfolios. Helping you achieve your financial goals is a second career for me. After graduating from Eastern Illinois University with a BS degree in business administration, I joined Northern Trust Company where I spent most of my tenure in the Investment Research Department. In 1997, I earned an MBA from DePaul University’s Charles H. Kellstadt Graduate School of Business and was promoted to the position of senior equity research analyst. In this role, I was responsible for rendering investment opinions to outside clients and a network of over 150 portfolio managers on companies in the telecommunications services, chemical and heavy machinery industries.
After nearly a decade at Northern Trust, I left the workforce to raise four children. Fast-forward another decade to 2012, when I re-entered the workforce as a Wealth Advisor Associate with Morgan Stanley. In 2013, I passed the CFP® exam and joined the team. As a working mother, I understand the push-pull balance of life and the decisions that many women have to navigate. Achieving financial equilibrium, particularly as you accumulate wealth and responsibilities takes significant time and energy. I am committed to ensuring that all of our clients feel confident and comfortable with their decisions around finances and investments.
I am a Chicago native and have lived here my whole life. Outside of work, I love spending time with family and friends and, when time permits, I will curl up with a good book.
Securities Agent: WI, AK, ME, MA, AR, UT, PA, NJ, MI, AZ, WV, SC, MO, CA, NM, MN, DE, VA, OR, CT, TX, NY, LA, GA, DC, WY, OH, NC, IA, WA, MD, ID, HI, CO, TN, NH, NE, MT, FL, OK, NV, MS, KY, KS, IN, IL, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1629347
NMLS#: 1629347
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(630) 573-9692(630) 573-9692
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Mary C. McGovern today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
