Mary Schulte

Mary Schulte is a Financial Consultant and Senior Vice President-Investments at Benjamin F. Edwards & Co., based in Naperville, Illinois. She co-leads the Schulte-Cleland Wealth Management Group, guiding clients through personalized financial planning, investment management, and wealth preservation strategies. Her responsibilities span asset allocation, portfolio construction, retirement planning, and trust and estate guidance, primarily serving individual investors, families, and business owners.

With a finance career spanning more than three decades, Mary has held senior advisor roles at leading firms, including Morgan Stanley (2008–2016) and A.G. Edwards (1995–2008), consistently focusing on comprehensive financial consulting and portfolio management. She specializes in a broad range of asset classes such as equities, fixed income, and mutual funds, with particular expertise in retirement solutions and business owner services.

Mary Schulte holds the Certified Financial Planner (CFP®) designation, reflecting her commitment to professional excellence and fiduciary standards. She is recognized for her client-centric approach, drawing on deep expertise in education planning, social security optimization, and insurance solutions, and is regarded for her significant contributions to client outcomes and wealth advisory best practices in the Chicago area.