Mary StricklandCFP
Vice President
Mary Strickland - Where Values Drive Wealth
SRI Impact Investing / Women & Wealth
YWCA Women of Distinction Award Winner
Seminar - Impact / SRI - Investing with Your Values
August 20 / 2-4pm / Patio Social After
Register forwardfest.org / fcaraballo@rwbaird.com
I am a progressive financial planner who provides financial planning services for women and families who want to make a difference. My clients want their wealth to achieve goals that are both personal and global.
We can help you achieve your financial dreams
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Women going through a divorce, job change, retirement, loss of spouse/partner
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An entrepreneur working 24/7 to grow your business
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Someone interested in socially responsible investing, matching their investments with their values
My clients are interested in the same three things
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A financial plan that is consistent with their values
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A plan that is easy to understand
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An advisor who shares their values
Education plays an important role in my value to you. We host regular seminars on timely themes and understand the value of empowering and educating clients to take control of their finances.
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