Working Mother and SHOOK Research's 2018 Top Wealth Advisor Moms
Our second-annual list features the top 300 mothers working in wealth management today. We asked some of the best how they got there and what they do to help working moms plan for the future, teach their own kids about money, and blend work and home life. See the winners and find out why these advisors are the best of the best.
Cheryl L. Young
Managing Director, Senior Portfolio Management Director, Morgan Stanley Wealth Management; mom of Avery, 15, Alec, 13, and Aiden, 8; Los Gatos, CA
Photo: Morgan Stanley
What drew Cheryl to financial advising and medicine, her first love, is similar: behavioral psychology. “There’s so much to do around the emotional side of decisions,” Cheryl says. And that’s how she tackles the biggest issue her customers face—planning for the future. “I always tell the client: ‘Think about where you’d like to live when you’re 55, 65, 75 and 85.’” Another prompt Cheryl likes to give: “‘Name all the things you love.’ Women never say ‘myself,’” Cheryl says.
