Susan McCarthy, OK

Susan McCarthy is an author, speaker and financial advisor based in Oklahoma City, OK. She has recently retired from a 33-year career as financial advisor at Wells Fargo Advisors and, before that, Morgan Stanley. Her clients included individuals and non-profit organizations throughout the United States and abroad. In 2006, she was named as one of Barron’s “Top 100 Women Financial Advisors” in the country.

She has served on the board of OK Humanities now for several years, acting as chair from 2013-2015 and currently as treasurer and head of the Finance committee. Before that, she served on the Foundation board at the University of Arts and Sciences of Oklahoma. In addition, for many years she was a part of the board of the Morgan Stanley’s Women’s Business Exchange, an organization formed to support and promote female financial advisors throughout the financial services industry.

Susan has written and been a frequent speaker on topics related to our complicated emotional relationships to money. She has authored two books: THE VALUE OF MONEY (New York: Penguin, 2008), a unique guide to personal finance and to the emotional and spiritual potential of money; and MORE THAN WEALTH, (DKS Publishing, 2005), a memoir on the spiritual lessons drawn from over 21 years with Morgan Stanley. She’s currently at work on another piece entitled A HUMANIST ON WALL STREET.

Before joining the business world, Susan was an assistant professor of French Language and Literature at Hope College in Holland, Michigan and then Oklahoma State University. She holds an MA and PhD in French Language and Literature from the University of Wisconsin-Madison. Susan has two children. Veronica Byrnes Bloomquist and Michael Byrnes, both now living in California.