Mary Potthast Ctfa™, Aams™, Wms™ Email & Phone Number

Mary Potthast, Candidate for CFP® certification, Assistant Vice President and Financial Advisor at Busey, offers personalized, comprehensive, and compassionate financial advice and guidance to nurses, helping them achieve their short- and long-term financial goals and secure their financial futures. She leverages her 25 years of industry experience, her three professional certifications, and her skills and expertise in investment management and financial planning to create and implement effective and suitable financial plans and strategies for her clients.Mary builds trust and rapport with her clients, understanding their current situations, discovering their financial aspirations, and educating them on their financial options and opportunities. She specializes in working with nurses, providing them with customized financial plans and solutions tailored to their specific needs and situations. She has a personal connection and motivation to serve nurses, as her mother was a registered nurse and taught her compassion and self-sacrifice. Mary is passionate about alleviating the burden of financial planning for these compassionate men and women and providing them confidence in their retirement plans and financial futures.For important disclosure information, please see Social Media disclosure on the Raymond James website found in the contact info section.

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  Southern Illinois University Edwardsville

  Economics And Finance