Financial Power – Investing, Budgets, and More

In celebration of International Women’s Day, we spoke to the women who are making it happen. These empowering women are building their lives, making their mark on the world and sharing their wisdom. 

In partnership with Dunlap Bennett & Ludwig Posh Seven Presents the Empowered Woman Speaker’s Series.

Speaker Bio
Claire M. S. Meade is a Financial Advisor at Morgan Stanley and has over 20 years of industry experience. She also holds the titles of Family Wealth Advisor, Financial Planning Specialist, Senior Portfolio Manager, and Vice President. 

Claire’s clients are busy people – they don’t have the time, resources, or perhaps just the interest in managing their own assets – she worries about their retirement so that they can focus on what’s happening in their life now.

Claire grew up in Northern Virginia. She graduated from the University of Virginia, earning a degree in Rhetoric & Communications Studies as well as a Master’s of Education. After positions as a television news reporter and in marketing, she returned to working for her family’s staffing service, managing one of their offices. She found her true calling, in financial services, when her family’s financial advisor suggested the she come work with him at Solomon Smith Barney after her parents sold their business. She went on to build her own practice, drawing on her small business experience to help business owners as well as a wide-array of clients including corporate executives, professionals, and families working hard to build wealth for college expenses and retirement through financial planning based investment management. She has recently affiliated with The Alexandria Group at Morgan Stanley—a practice of nine financial advisors managing a total of over $1.7B in assets.

In addition, Claire serves on the board of the non-profit Washington Women’s Leadership Initiative and enjoys volunteering for youth sports and other community activities. She is married to her college sweetheart, John, and lives with their two sons in Oak Hill, VA.

In this conversation, you will get the answers to the following questions:

  • What are the biggest obstacles women face in saving for retirement?
  • What can women do to overcome potential shortfalls?
  • What are the most common mistakes investors make?
  • Can you explain what is Saver’s Credit?
  • Few women (14 percent) frequently discuss saving, investing, and planning for retirement with family and close friends. Why is this and how can we get more comfortable talking about money?
  • What if my work doesn’t offer any savings plans for retirement? Are there programs I can enlist in on my own?
  • What is the best advice you can give a woman that plans to retire by 65 with ample amount of money to travel and live a comfortable life?

For more information contact Claire M. S. Meade: 

Claire M. S. Meade, Vice President

Family Wealth Advisor

Financial Planning Specialist and Insurance Planning Director

The Alexandria Group at Morgan Stanley

advisor.morganstanley.com/the-alexandria-group

 

Morgan Stanley

1650 Tysons Blvd, Suite 1000 | McLean, VA 22012

P: 703.556.8107 | 800.336.0156 | F: 703.356.6492 | [email protected]

Efax: 703.879.7599              

NMLS# 1421405

CA Insurance Lic # 0140007

 

Website: Click Here

Connect with me on LinkedIn:Click Here

Follow me on Twitter: @ClaireMSMeadeMS

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