Mary has a wealth of experience in the financial services industry, beginning as a financial consultant with Merrill Lynch in 1983. She also served as a senior portfolio manager at Smith Barney as well as senior vice president, investments at Raymond James & Associates, Inc.
As a person who cares about people, Mary feels that Invera Wealth Advisors shares her values and client-centered business philosophy. Clients cite her compassion and intelligence as reasons they enjoy working with her.
A Certified Financial Planner™ practitioner, the licenses Mary holds includes Series 7, Series 63, Series 65 and California life and health insurance. She earned a bachelor’s degree from the University of Arkansas and has also completed Dorsey Wright Advanced Technical Analysis Training.
She believes in contributing time and energy toward helping her community, and this manifests itself in the many positions she has held over the years. They include co-chair of the East Bay Women’s Conference, founding member of the John Muir Hospital Women’s Philanthropic Circle, board member of the Walnut Creek Chamber of Commerce and Co-Chair of the White Pony Express Free General Store, an organization that provides free clothing, toys and books to families in need in Contra Costa County.
After traveling with her military family throughout her childhood, she settled in Walnut Creek more than 25 years ago, which is where she now lives with her husband, Peter. They have two children, Jessica and Erica. In her free time, she enjoys traveling, playing music, theater going, and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.