Mary Frances Ewing, CFP®
Senior Vice President - Investment Officer
PIM Portfolio Manager
Focus and Approach
Mary Frances Ewing is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive investment planning and uses a disciplined approach to managing investment portfolios.
First, let’s get to know each other as you share what is important to you and how you want your future to look. While planning your future, we identify and understand the complexities of your financial situation. That enables us to customize your financial strategies and help you achieve what is most important to you. The history and experiences I’ve accumulated over 30 years of investment management and investment planning help you and me identify and prepare for potential obstacles and opportunities. Together we’ll help navigate you and your family through significant life events and financial transitions.
Events and transitions occur through your entire life:
• When you are young: saving and preparing for your family home, future retirement and children’s education.
• Active family years: paying for education, extensive family vacations and saving for retirement.
• Midlife years: planning for care later in life, continuing to set aside monies for retirement, enjoying family vacations and purchasing additional homes.
• Retirement years: Enjoy the life you set up through your midlife years, new found free time!
• Later in life you’ll wind down and seek care to keep life easy and comfortable.
Background and credentials
Mary Frances began her career as a Financial Advisor in 1986 with PaineWebber in Scottsdale, where she developed her fundamental investment experience. She moved to Smith Barney in 1998 to utilize their respected investment research. In 2009 Smith Barney became Morgan Stanley. Wells Fargo Advisors was her new chosen work home in 2012 because of their extensive investment research providers and specialized services providing personalized financial advice for individuals and families.
In 1996, Mary Frances earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. She later taught the investment section of the CFP® as an adjunct professor for the College Of Financial Planning. She served on an ethics committee for the national CFP® board hearings. In 2009 Mary Frances completed the Securities Industry and Financial Markets Association’s Securities Industry Institute®, a 3 year program at Wharton School of Business. While earning her Bachelors of Business Administration degree at the University of Georgia, she focused on International Marketing. Before her financial career she owned and operated 2 small businesses, retail jewelry and construction. She utilizes offices in Scottsdale, Arizona and Kailua-Kona, Hawaii.
Away from the office
Mary Frances spends her free time with her husband Stephen, an Architect and Contractor. They like to stay active both physically and mentally, whether it’s playing golf, hiking, biking, canoeing, stand up paddling, reading or gardening. Mary Frances is a former board member of the Arizona Humane Society, while a board member she continuously served for 9 years on the Finance Committee. She loves fostering rescue animals that need a home and a little help.