Megan Keating and Dawn Dupre lead hectic lives raising three kids and running a wealth management practice together – the Dupre Keating Group at Morgan Stanley. Keating says they try for an occasional date night and ban any talk of kids or work. “Then we just sit there asking – what are we going to talk about?” Dupre adds, “It’s because we love our work. It’s turned out well for our relationship.”
It’s also turned out well for their clients. They work with over 150 families managing 170 million dollars in assets as of June 2015 and are registered in 17 states including Maryland, Delaware, Virginia and Washington, D.C. They have a passion for helping LGBTQ people and women. Dupre has an Accredited Domestic Partner Advisor℠ (ADPA™) certification from the College of Financial Planning. Keating has a Chartered Retirement Planning Counselor ℠ (CRPC™) certification.
“Women are earning money, graduating from college, and controlling households more than ever before,” Dupre says, “They need education to make the right investments – whether for their own retirement or their children’s education.”
For LGBTQ couples, the laws are still so convoluted that bringing two lives together is not as simple. Keating and Dupre also work with a lot of LGBTQ clients with different life experiences, without kids or close family for instance. Dupre says, “We are more than advisors to them. Everyone’s path is different with unique financial needs.”
Women represent fewer than 15% of the financial advisors in the country and out LGBTQ advisors are even rarer. For Dupre, there was never another choice. She majored in finance in college. She saw a real need for advisors with high ethics and skill. She says, “I can’t recall a time when we’ve turned down any potential client.” For Keating, the path was a little longer. She got into a completely different line of work until, at age 30, she wanted to change careers. Her father was a financial planner and asked her to check it out.
As for advice for anyone looking to get their financial house in order, Keating says, “Start saving early and seek professional advice. You must save, but you also need to know where to save.” Dupre adds, “Don’t wait. You have to do something, even if it’s $10 a month. These issues never, ever fix themselves.”
They look forward to helping clients around the country build their lives. When asked for any final words, Keating only added, “We love what we do!” Find out more at http://www.morganstanleyfa.com/thekeatinggroup/.
Megan Keating and Dawn Dupre are Financial Advisors with Morgan Stanley Global Wealth Management in Berwyn. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.