Bringing balance and clarity
to your financial life

Our mission and approach to wealth planning and management involves fully considering and addressing all aspects of your financial situation and future goals. We truly believe it is the crucial step to bringing balance not only to your finances, but to your entire life.

If you would like to join the executives, individuals and families we serve, please contact us today.












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Retirement Planning
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Estate Planning
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Note: This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this form. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of email.



CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Mary Brooks, CFP®
Senior Vice President, Investments
Wealth Management Specialist

Jessica Higgins
Senior Investment Management Specialist
Direct: 301-864-1489

Ila Dela Merced
Sales Associate
Direct: 925-952-5259


2999 Oak Road, Suite 1030
Walnut Creek, CA 94597

T: 925-952-5259
T: 888-230-1647
F: 866-467-4284
Map and Directions

2999 Oak Road, Suite 1030 // Walnut Creek, CA 94597 // T: 925-952-5259 // T: 888-230-1647 // F: 866-467-4284 // Map and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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