Education
University of Memphis – Bachelor’s in Business Administration
Professional
Mary Elizabeth joined Gatewood with a wealth of experience in the financial services industry, having held client-facing and operational roles at firms including Edward Jones and Northwestern Mutual. Her career reflects a consistent focus on helping clients feel confident, informed, and supported throughout their financial journey.
As a Wealth Planner at Gatewood, Mary Elizabeth collaborates with clients to understand their goals, navigate life’s transitions, and design thoughtful plans that reflect their values. She works within Gatewood’s advisory teams to analyze our client’s financial entire financial picture, develop projections, model real-life scenarios, and coordinate planning strategies across investment, tax, insurance, estate, and cash flow topics.
Today, Mary Elizabeth is a Certified Financial Planner®️ and holds her Series 7 and 66 securities registrations held though LPL Financial, as well as her Life and Health Insurance License.