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.

 

 

 

:  

 

 

 

 

 

 

 

E-mail Phone

 


 

Retirement Planning
Wealth/Portfolio Management
Estate Planning
College Planning
Asset Management
Alternative Investments
Corporate Executive Services
Tax Planning
Asset Allocation
Research & Reports
ESG(Environmental/Social/Governance)

 

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.

Integre Wealth Management Image

Mary Brooks, CFP®
Senior Vice President, Investments
Wealth Management Specialist
mary.s.brooks@raymondjames.com
 

Jessica Higgins
Financial Advisor
Direct: 720-696-7929
jessica.higgins@raymondjames.com

Ila Dela Merced
Senior Client Service Associate
Direct: 925-952-5259
ila.delamerced@raymondjames.com

Shenandoah Sampson
Client Service Associate
Direct: 720-389-5461
shenandoah.sampson@raymondjames.com

Tori Reyes
Client Service Associate
Direct: 925-952-5260
tori.reyes@raymondjames.com

 

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.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.