Mary L. Morse graduated from California State University, Hayward in 1979 with a degree in Psychology. Shortly thereafter she moved to Brazil, where she studied Portuguese and worked for a US based mining company on the team that brought the company public on the Canadian Stock Exchange.
Mary returned to the United States in 1990 with her family. She began her career in the financial services industry at Merrill Lynch in 1996, where she was named Rookie of the Year. Her career led her to Smith Barney in 2001 as a Financial Advisor in the Corporate Services division located in Palo Alto, CA, where she developed financial plans for executives of Microsoft, Exxon, Bank of America, and other institutions.
Mary joined Heritage investment Partners, LLP in September 2008. She is proud to have her son Paul join as her partner at Heritage in 2023. As a family team, they offer clients a unique blend of experience and a multi-generational perspective, providing comprehensive financial advice with a long time horizon for service and support.