Mary Carter, CFP®, ChFC®

Registered Principal, Branch Manager

Beachside Wealth Partners

Quick 10!

#1 Tell us a bit about your business.

Our firm provides comprehensive wealth planning with a focus on estate and transfer planning. Our primarily female team works closely with families, creating thoughtful plans that honor what matters most and ensure continuity of care. Many clients come to us because they want their spouses to have a trusted, reliable wealth partner to guide and support them, both now and in the future.

#2 What is the most rewarding part of being a part of the financial advising industry?

Sharing the joys of accomplishing life objectives with clients.

#3 What is the most challenging part of working in the industry?

Sharing the disappointments of life challenges with clients.

#4 Knowing what you know now, what career advice would you give your younger self?

Life is short. Use your time wisely and with those you admire.

#5 Who is a woman who has had an important impact on your life or career?

My mom. Watching her raise six children as a single mother influenced my attitudes about work, life, and motherhood.

#6 What skill, hobby, or practice brings you joy right now?

My loving family is what brings me joy. Having this is not an accident. It is the result of many skills, hobbies, and practices over a lifetime.

#7 Describe a unique strength or superpower you have that rarely shows up on a résumé.

My guidance skills.

#8 What’s a daily or weekly ritual you rely on to feel grounded?

Talking to clients and walking on the beach.

#9 What are three of your all-time favorite books?

• Atlas Shrugged
• The Intelligent Investor
• Emotional Intelligence

#10 If you could host a themed girls’ night, what would the theme be?

“Sharing”