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Mary Brooks, CFP ®

Mary Brooks, CFP ®

Mary S. Brooks is a Wealth Management Specialist  and Certified Financial Planner with Integre Wealth Management of Raymond James  in Walnut Creek.  Raymond James is the largest independent broker-dealer in the U.S. with client assets of $170 billion.  Mary has 25 years experience as an investment advisor, focusing on wealth management for individuals and families through her work with Integre Wealth Management.\nMary serves on the Agenda Committee for the Walnut Creek Chamber of Commerce’s East Bay Women’s Conference and was  a founding member and past chair of the Women’s Philanthropic Circle with John Muir Health Foundation.  She is active with the  local Meher Schools  volunteer program, and serves as music coach for their summer drama camp.\nMary holds a B.A. from the University of Arkansas and CFP certification from the College of Financial Planning.  She lives in Walnut Creek with her husband, Peter.