Mary Ellen Deroche
Financial Advisor @Apella Wealth
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WORK HISTORY
Financial Advisor @Apella Wealth
South Shore, MA, US
EDUCATION
Bentley University - McCallum Graduate School of Business
Master of Business Administration - MBA, Business Administration and Management, General
Bentley University
Bachelor's degree, Business Administration and Management, General
ABOUT MARY ELLEN DEROCHE
I have spent over 25 years in the financial services industry. Working at a large corporation offered invaluable experience, but it doesn’t compare to the small company feel and the relationships I am able to build with my clients in my current role. As a Financial Advisor, the very best part of my job is helping my clients organize their financial lives and making a difference in their retirement lifestyles.I work with other women, helping them navigate the unique financial challenges they face. Did you know that compared to their male counterparts:• women may live several years longer?• women are more likely to be disproportionately impacted by divorce?• women spend more time out of the workforce being caretakers to children and other family members? I specialize in creating financial plans and ongoing wealth management strategies that address these issues. But first, I need to hear your story – your goals, your concerns, how you feel about risk and investing. Your plan will take your story and use it to create recommendations for meeting your goals and avoiding the pitfalls these challenges can cause. I believe that financial advice should feel empowering, not overwhelming. My approach is collaborative, transparent, and tailored to each client’s unique story and aspirations. At the end of the day, my greatest satisfaction comes from seeing the women I work with achieve financial peace of mind and live life on their own terms.Let’s connect if you’re looking for a trusted advisor who listens, explains, and walks alongside you every step of the way. Learn more about us at or message me to set up an introductory call. I look forward to hearing your story.
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