Throughout my life, I have been driven by two passions: helping others and pursuing a profession that is both challenging and humbling. Growing up, I didn’t know what exactly I wanted to do with my life, but I did know that I wanted to make a positive difference in the lives of others. Early in my career, I realized that the best way to do this was as a financial advisor, putting to work my financial knowledge, love of helping, and skills in teaching and consulting.
Starting My Career
My career began in 1990, when I worked as a financial planner with American Express. It was my first foray into finance, but I knew it was the right career for me. During my ten years there, I worked with more than 200 clients, leading the division in fee-based financial plans and serving as a director in corporate marketing. After American Express, I grew my experience as Region Vice President at ING Advisors Network and Senior Financial Consultant at Thrivent Financial.
In the first two decades of my career, I gained immense experience, working with a diverse range of people with various needs. Unlike many advisors, I had no interest in chasing markets or picking hot stocks for clients, in hopes of gaining large and quick returns. Rather, I saw firsthand the power of holistic, financial planning, taking into account the unique details of each person’s life, needs, and circumstances.
While building my career, I wanted to fulfill another passion of mine — educating women about finance. In 2008, I joined The American College as an Assistant Professor and founding Director the Center for Women and Financial Services—the first and only academic center devoted exclusively to the study of women and money. Along with conducting research, consulting, and speaking, I wrote a textbook and published articles in various publications, including The Wall Street Journal, Financial Planning magazine, The Journal of Financial Planning, and more.
Founding My Firm
After 23 years of diverse work experiences as an advisor, corporate leader, and academic, I knew I was ready for the next step: building my own company. In 2013, I founded Moneyweave LLC, with the goal of providing a comprehensive financial planning approach. Planning is essential when it comes to pursuing goals, and I seek to help my clients weave together their finances, family, and values into a cohesive strategy.
I created an independent firm because I wanted to ensure the client always came first. As an independent advisor, I have no obligation to investment companies or upsell quotas. Instead, I seek a partnership with clients based on trust, aiming to provide full transparency while addressing a wide scope of opportunities and needs.
Have you considered how your finances and family, business, and values tie together? Do you seek education and greater confidence in financial decision-making? If so, I can help. If you’re interested in learning how we work to holistically reduce costs, manage risks, and maximize synergies, contact me today by calling (612) 347-8600 or emailing firstname.lastname@example.org.
Mary Quist-Newins, MBA, MSFS, Certified Financial Planner® is the President and Founder of Moneyweave LLC, a comprehensive financial planning firm focused on helping clients integrate personal and business finances. With nearly three decades of experience, she is nationally recognized for groundbreaking efforts in financial services research, awareness generation and content-development. Beyond her work as an advisor, she is a sought-after academic and spokesperson for financial planning strategies, the financial services industry, leadership best practices, as well as the female, senior, and affluent market segments. To learn more, visit www.moneyweave.com or connect with her on LinkedIn. © Copyright 2017 Mary Quist-Newins.