Thirty years ago, I became a financial planner with then IDS/American Express (now Ameriprise). I was 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 in life, but I did know that I wanted to make a positive difference in the lives of others. After a gig in corporate marketing, I felt spent and empty. As a financial planner, I found I could weave together my financial knowledge to help others achieve goals, protect assets and attain greater peace of mind.
Starting My Career
When I started as a financial planner with IDS/American Express, it was my first foray into personal financial planning but I knew it was the right career for me. During my ten years there, I worked with more than 250 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 of 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.
After 23 years of diverse work experiences as an advisor, corporate leader, and academic, I founded Moneyweave LLC as an independent financial planning practice with the goal of providing a comprehensive, objective approach to clients.
I sold my practice in January 2019. Moneyweave® is now an information, education and resource providing company dedicated to helping others — especially women — achieve greater confidence, clarity and control over money.
If you are interested in having me speak to your organization or act as a guest contributor to your publication, please contact me at email@example.com
© Copyright 2017 Mary Quist-Newins.