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Mary_SchulteMary L. Schulte, CFP®
Senior Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor
2056 Westings Avenue
Suite 360
Naperville, IL 60563
MAP

Phone: 331-814-2595
Toll Free: 866-331-6250
mary.schulte@nullbenjaminfedwards.com

My Community Activities

  • Naperville Fire and Police Commission, Board Member

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

A veteran of the financial services industry since 1987, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives.

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office. Joining T.J. Cleland and Randy Sidio, financial advisors at Benjamin F. Edwards & Co, we formed The Schulte Wealth Management Group where our clients know that we’re fully invested in their financial future.

Outside of work, I like to spend time with my husband, Ray, and our grandchildren. I also enjoy running and playing golf. In addition, I enjoy cooking and entertaining.

Areas of Concentration

  • Asset Allocation
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning
  • Wealth Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®), 2001

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.