Mary Anne Smrz, CFP®
Mary Anne is a Certified Financial Planner™ practitioner and Financial Advisor with Waddell and
Reed, Inc. During her 17 years with Waddell and Reed, Mary Anne has received many of the company’s
most prestigious awards, including being named to the Circle of Champions. Mary Anne’s philosophy toward financial planning is that it is an
integral part of a person’s life, and should be treated with great care. She believes that by educating women
about their feelings regarding money, and helping them move beyond their monetary fears, the women she
advises can make great strides toward financial serenity.
See her website here.
Presentations Offered
- Baby Boom Women: Midlife Quest for Financial Serenity
- Peace in the Pocketbook: Empowering Women to Overcome Fear of their Finances
- Principles of Financial Planning