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Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.
Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter.
In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry.
She discusses:
Resources:
Connect With Mary Saylor:
Connect with WealthManagement.com:
About Our Guest:
Mary Saylor is the director of wealth management at Choreo. She works with high-net-worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations, and corporate retirement plans) to find solutions to their wealth management needs. Mary’s high-net-worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.
5
1010 ratings
Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.
Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter.
In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry.
She discusses:
Resources:
Connect With Mary Saylor:
Connect with WealthManagement.com:
About Our Guest:
Mary Saylor is the director of wealth management at Choreo. She works with high-net-worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations, and corporate retirement plans) to find solutions to their wealth management needs. Mary’s high-net-worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.
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