CHESTER SPRINGS, PA — Merrill Lynch Wealth Management announced that Mary Jo Harper, as Financial Advisor, was recently named to the 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list.
Mary Jo lives in Chester Springs and is a Senior Vice President Wealth Management Advisor at her firm, The Harper Team. Mary Jo is a lifetime learner who finds that her rigorous industry training drives her ability to bring clients an extra measure of knowledge and insight. She holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ taught in conjunction with the University of Pennsylvania’s Wharton School of Business. She also holds the Chartered Retirement Planning Counselor (CRPC®) designation. Previous to earning those designations, Mary Jo completed the “Preparing for Tomorrow Program” at the Dartmouth University’s Tuck School of Business.
Mary Jo was also named to the 2020 and 2021 Forbes “Best-in-State Wealth Advisors”, the 2020 and 2021 Forbes “America’s Top Women Wealth Advisors” lists, and the 2019 and 2020 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms”.
Locally, Mary Jo holds a board position at St. Matthews Church & Montgomery School, and has also volunteered since 1995 in the Guest Chef Program at the Ronald McDonald House in Philadelphia.
Merrill holds the No. 1 position of all firms, with 117 total advisors recognized on the list, including 102 Financial Advisors (FAs) and 15 Private Wealth Advisors (PWAs). This is the second consecutive year Merrill has ranked No. 1 on this list.
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