Working Mother

2018 TOP WEALTH ADVISOR MOMS

#1 CHERYL L. YOUNG, Managing Director, Senior Portfolio Management Director, Morgan Stanley Wealth Management, mom of Avery, 15, Alec, 13, and Aiden, 8, Los Gatos, CA

What drew Cheryl to financial advising and medicine, her first love, is similar: behavioral psychology. “There’s so much to do around the emotional side of decisions,” Cheryl says. And that’s how she tackles the biggest issue her customers face—planning for the future. “I always tell the client: ‘Think about where you’d like to live when you’re 55, 65, 75 and 85.’” Another prompt Cheryl likes to give: “‘Name all the things you love.’ Women never say ‘myself,’” Cheryl says. So she encourages women to “not hold themselves back and know they can do anything they want.”

#3 ELAINE MEYERS, Financial Advisor and Managing Director, J.P. Morgan Securities, mom of Alex, 19, Paige and Ryan, 13, and Katelyn, 11, San Francisco, CA

As a child, Elaine saved her allowance to buy stock. And her father taught her how to read the market in the paper. Those early experiences taught,” such as vacations and even self-care. “Taking care of your family,” Elaine says, “starts with taking time for you.”

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