Mary Beth Velzy in

Mary Beth Velzy

Login to view DISC.
Financial Services Professional at NYLIFE Securities LLC
📍 Chicago, Illinois, United States

Mary Beth is a Financial Services Professional at NYLIFE Securities, specializing in retirement planning and tax strategies since 2011. Leveraging an extensive marketing background, she is an active member of the Lincoln Park Chamber of Commerce. People describe her as an energetic and emotionally intelligent "connector."

Based in downtown Chicago, she enjoys traveling, trying new restaurants, and gardening on her deck. Mary Beth is also a dedicated volunteer for causes including the prevention of human trafficking. Her career began with an interest in fashion after studying Retailing at Miami University.

Unique fact: She made a significant career pivot from the fashion and retail industry to financial services.

Read the full overview →
Current Role
Financial Services Professional
Location
Chicago, Illinois, United States
Personality Overview

How Mary shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Mary cares about

Financial Wellness
An avid supporter of promoting financial wellness in corporate communities, she volunteers with Money Management Educators to provide financial education.
Retirement Planning
A primary focus of her financial services practice since 2011, where she advises clients across the United States on their retirement strategies.
+5 more topics Login to view topics
Career

Work history

10-2011
Financial Services Professional
NYLIFE Securities LLC
2-2011
Agent
NYLIFE Securities LLC
1-2009 - 2-2011
Benefits Advisor
Aflac Chicago Metro
12-2005 - 5-2008
Account Supervisor & Business Development Director
Marketing Support, Inc.
2004 - 2006
Senior Account Director
MLR Design
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1985 - 1985
COC
IFA Paris
1982 - 1985
Education details unavailable
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other NYLIFE Securities LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Mary. Free, 10 seconds.