Marie Gilmour O'Keefe’s career path has been anything but conventional. Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. The pivot from hospitality to financial services came when her mother-in-law’s financial advisor inquired about people looking for job opportunities, she suggested that Marie’s husband might be a fit. To which he responded—“I hate people, but you should talk to my wife”— which led to a meeting that ultimately set the stage for Marie's new career path.
Marie had early exposure to financial services through her father, who transitioned from being a preacher to a career in financial services. Although Marie initially had little interest in following her father’s footsteps, her perspective changed as she approached a new phase of her life. Her father’s influence, combined with her own experiences and evolving interests, led her to reconsider this career path. Marie has been a financial advisor for the last 12 years.