Mary Lessuise

Mary Lessuise strives to offer clients an opportunity to maximize their wealth by working with them to help build financial goals and implementing a plan to achieve them.Mary has been a Financial Advisor with Morgan since 2011 and, prior to that, garnered more than 30 years of wealth management experience working with the Private Banking clients within M&I Bank. She has a deep understanding of the banking and brokerage industry, and she has experience assisting clients with defining financial goals, solving problems and pursuing a comprehensive and strategic financial plan. Mary’s practice lies in utilizing comprehensive financial planning strategies and building strong long-term relationships. She focuses primarily on affluent individuals, such as specialty doctors, athletes and business owners, with unique and often complex financial needs. These clients have been successful at earning wealth, but may not have the time to focus on organizing and planning their wealth. To that end, Mary seeks to maximize the potential of the wealth her clients have earned. Her core strengths of cultivating relationships based on earned trust, using integrated strategies and providing personal service helps offer clients a high degree of confidence.Mary and her husband have a beautiful family and four precious grandchildren. When she is not working, she spends her time enjoying her life and family, as she encourages most of her clients to do. In the summer, she and her husband particularly enjoy exploring the world through travel and taking family and friends boating.