Mary Deatherage is Founder & Managing Director of The Deatherage Group, a Morgan Stanley Private Wealth Management financial advisory team. The Deatherage Group has offices in Little Falls, NJ and NYC and manages approximately $3 billion in assets (as of June 30, 2020) for clients including large foundations, pension plans and high-net-worth individuals around the world.
Mary's financial career began at Coopers & Lybrand in New York City and Detroit. As a CPA and audit manager, she specialized in acquisition and divestiture reviews for clients such as CBS, Sanofi and Fortune Brands. In 1986, she joined Morgan Stanley as a financial advisor.
Her wealth of experience has proven invaluable in leading her team in providing first-rate financial planning, asset allocation, estate planning and tax strategies services. She also serves as a mentor on the firm’s Multi-Cultural Client Committee, a group that fosters a community of early stage technology and technology-enabled startups led by women and multicultural entrepreneurs. Previously, Mary was Co-chair of the Morgan Stanley President’s Cabinet.
Mary's expertise has given her the opportunity to appear on CNBC, Fox Business and NPR and has led to many accolades, including being named as a “MAKER: Women Who Make America” in 2014. Barron’s named her a “Hall of Fame Advisor" and included her in its survey of the 2020 “Top 100 Financial Advisors”. She was also ranked #10 in its 2020 list of the “Top Women Financial Advisors in America” and #2 on its 2020 "Top Advisors in New Jersey" list. She was #9 on Forbes' 2020 “America’s Top Women Advisors” list and #6 on its “America’s Best-in-State Wealth Advisors: New Jersey” list.
She was on the Board of Mountainside Hospital and Finance Chair of Partners for Health. She also served on the Board and as Head of the Finance Committee of Integrity House.
Mary has a BA in education from Mount St. Mary College and an accounting degree from the University of Arizona.
The Deatherage Group is an exclusive boutique team leveraging Morgan Stanley's global financial resources and delivering comprehensive solutions to individuals and families of significant means.
Managing Director, Private Wealth Advisor, Investing with Impact Director
Jan 1986 - Present
Little Falls, NJ, USA
To help clients achieve their financial goals, Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.
As a mentor for the Morgan Stanley Multi-Cultural Client Committee, Mary works with innovative female and multicultural entrepreneurs as they develop, promote, and lead a range of startup and technology-driven businesses.
The Association of Professional Investment Consultants is a communications network for the investment consulting profession and an information source for the general public. APIC offers educational resources, research, and conducts conferences and seminars.
Mountainside Hospital, now known as Hackensack Meridian Health Mountainside Medical Center, is a patient-focused, community-oriented healthcare system.
Morgan Stanley Women’s Initiative
Steering Committee Member
New York, NY, USA
The Steering Committee of the Morgan Stanley Women’s Initiative works to develop programs, events, and resources to benefit the success and advancement of women at the firm.
Since 1968, Integrity House, one of the largest nonprofit providers of substance abuse treatment, has helped countless individuals rebuild their lives and as they recover the disease of addiction.
Partners for Health Foundation, previously known as the Mountainside Foundation, is a grant-giving charitable organization focusing on the needs of vulnerable populations and community health needs.
Catholic Urban Schools Project
Board Member
Newark, NJ, USA
The Catholic Urban Schools Project provides guidance and support to New Jersey's urban Catholic School System.
Morgan Stanley private wealth adviser Mary Deatherage joins Barron's Roundtable to discuss what retirement savings options will help generate income in a low-yield environment.
Morgan Stanley private wealth adviser Mary Deatherage joins Barron's Roundtable to discuss what retirement savings options will help generate income in a low-yield environment.
In this interview with Barron’s Advisor, Mary Deatherage talks about reducing risk in client portfolios, welcoming the next generation of clients, and accommodating the growing interest in impact investing.
"MAKERS: Women Who Make America" is a documentary series on PBS and an ongoing initiative aiming to be the largest collection of women’s stories ever assembled.
America’s Top Women Advisors (2017-2020). #9 in 2020
New York, NY, USA
The 2020 Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
Forbes
America’s Top Wealth Advisors (2017-2019)
New York, NY, USA
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience.
Forbes
America’s Best-in-State Wealth Advisors, New Jersey (2018-2020). #6 in 2020.
New York, NY, USA
The Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms — and then researched, interviewed, and assigned a ranking within their respective states and markets.
Barron's Hall of Fame
Hall of Fame Advisor
2019
New York, NY, USA
Barron's Hall of Fame advisors have been ranked for 10 or more years on one of the following lists: Barron's Top 100 Financial Advisors, Barron's Top Women Financial Advisors or Barron's Top 100 Independent Advisors.
100 Women Financial Advisors in America (2006-2020). #10 in 2020.
New York, NY, USA
Barron's Women Financial Advisors in America showcases the success and ingenuity of the top female financial advisors in America. The women on the list have an average of over 29 years' worth of financial planning.
The 17th edition of the Barron's Top 100 is based on quantitative and qualitative measures, including advisors’ assets and revenue, their regulatory records, and more.
Top Advisors in New Jersey (2017-2020). #2 in 2020.
Little Falls, NJ, USA
The Top Advisor Rankings by State are based on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors that use them. We assess advisers based upon what investors care about and we use a quantifiable, objective methodology.
