Financial security, good health, and strong social relationships are key components of well-being. It’s all connected!
I started Parkway Wealth to help people take control and feel confident about their financial future, so that they can enjoy life more fully. My career in financial services began over 25 years ago, when I accepted an entry-level customer service role with a mutual fund company. I vividly recall an early training session about investing, saving for retirement, and the power of financial literacy. I was astonished to learn that one has choices, and some control over their financial well-being. While I felt empowered with this knowledge, I immediately thought of my own mother who was a Registered Nurse, but not engaged in the household finances …..and suffered greatly as a result.
I chose to advance my financial planning knowledge further and earned the CERTIFIED FINANCIAL PLANNER ™ professional certification. My business has a focus on women, and their unique financial challenges. Women have more choices than ever before, and more responsibility for their financial well-being. Despite this increased role and responsibility, many women feel uncomfortable discussing finances. At Parkway Wealth, we work together to understand your questions, concerns, hopes, and fears. Financial planning is about freedom and choices. We will establish a plan that gives you confidence, clarity, and the knowledge that you are making informed decisions for a lifetime of financial well-being.
Do you have financial questions? Contact me anytime. Initial consultations are always complimentary, and give us an opportunity to see if there is a connection that may warrant further conversations.
Investment Advisory Services are provided under Private Advisor Group, A Registered Investment Advisor. Please find additional detail and Form ADV at www.privateadvisorgroup.com.
Panel Discussion on Community and Defining Success
Financial Well Being: Physical Health, Financial Stewardship & Community Connections
- Financial Planning
- Retirement Planning
- Socially responsible investing
- Financial well being
IN THE COMMUNITY
Mary Mulvey Jacobson's Families in Need
Lovely evening at the Westin Boston Seaport packed with industry peers, finalists who are recognized and awarded for their nonprofit work across our industry.
Ellen was pleased to be the Speaker for the Early Career Group and the Women of PTC Roundtable where she discussed the importance of financial literacy
A fantastic time had by all at the Parkway YMCA Annual Golf Tournament! Parkway Wealth is happy to support this community event.
Honored and excited to sponsor the athletes of John D. O’Bryant School of Math & Science at the End of Year Athletic Banquet
The tradition continues: we are thrilled to be a part of the Parkway community and to be a sponsor of the Corrib 5K and Corrib Charitable Trust again this year.
Another great Sam Adams Shareholders meeting in Boston
Pleased to sponsor the Mass Postpartum Depression Fund silent auction with a donation of gift cards from locally owned women business.
Honored to speak on the Advisory Panel at the 2023 PAG Annual Conference: Fostering Community.
My husband, Tim and I, were privileged to hear Colonel Nicole Malachowski, USAF, the first female Thunderbird, speak at the PAG Annual Conference.