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.

Personal

Mary Elizabeth moved from Memphis to St. Louis in 2010, where she lives with her husband and their four children. She enjoys supporting her family’s wide range of activities—from skateboarding and hip-hop to debate, arts, music and church community. Mary Elizabeth values maintaining a strong work-life balance, staying curious, and continuing to grow both personally through new hobbies and professionally as a financial advisor.