At 19, I married my prince charming. We had our faith, we worked hard, raised two girls and built a nest egg.
We thought we were doing everything right but then we hit the perfect storm!
Hurricane Katrina, forcing a change in careers, and then the real estate downturn wiped us out.
We quickly learned that money management is about more than just growing your wealth; knowing you are protected from life's "what if's" can provide a greater sense of security.
When I became a financial advisor, I realized some women were working hard, raising their families and saving well but not prepared for their own Katrina. And that was unacceptable to me!
I focused on educating them in a language they could understand. We designed a unique strategy together just for them which could help them feel more in control and confident in their financial decisions. This helped them feel empowered and prepared for their future.
If you are looking to build a strong personal relationship with your financial advisor and their team, we would love to schedule a time to meet you. Call the office. My branch office administrator, Susan Mason-Yadav, is dedicated to providing you with the highest level of service possible.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- New Investors
- Divorce Finances
- Military Professionals & Veterans
My Personal Interests
- Art & Theater
- Community Outreach
Phone NumberMary L Nevitt at (251) 626-7499
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