Mary Jo Harper is a highly accomplished Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated over three decades to guiding clients through the complexities of wealth management. Since joining the firm in 1988, Mary has cultivated a...
Mary Jo Harper is a highly accomplished Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated over three decades to guiding clients through the complexities of wealth management. Since joining the firm in 1988, Mary has cultivated a reputation for her intellectual rigor and commitment to providing customized investment solutions that align with her clients' unique financial goals. Her extensive experience has equipped her with a deep understanding of various financial instruments and strategies, enabling her to recommend tailored portfolios that incorporate both Merrill Lynch's offerings and approved third-party investment managers.
Mary's expertise spans a wide range of areas, including college education planning, business retirement plans, and estate planning strategies. She is particularly adept at developing customized investment portfolios that reflect her clients' investment personality assessments, ensuring that each strategy is not only effective but also resonates with the client's values and aspirations. Her dedication to client relationship building has earned her recognition as one of the top wealth advisors by Working Mother/SHOOK Research, highlighting her ability to balance professional excellence with personal commitment.
In her current role, Mary leads a dynamic team focused on delivering exceptional client service and innovative wealth management guidance. Key projects include developing comprehensive wealth transfer strategies and business development initiatives that empower clients to achieve their long-term financial objectives. With a passion for education and a commitment to staying ahead of industry trends, Mary continues to enhance her skills through executive education programs, including the "Preparing for Tomorrow" initiative, ensuring that she remains a trusted advisor in an ever-evolving financial landscape.
