Contact Info
MARY S. BROOKS
Founder

MARY S. BROOKS, CFP®

Senior Vice President, Investments

Managing Director, Invera Wealth Management of Raymond James

Executive Director of non-profit, White Pony Express

Mary has a wealth of experience in the financial services industry, beginning in 1983 as a financial consultant with Merrill Lynch in Walnut Creek, CA.  She established her own group, Invera Wealth Management of Raymond James in 2009. Mary specializes in serving professional business women and their families and manages portfolios with an emphasis on positive environmental, social, and governance factors. She has served as co-chair of the East Bay Women’s Conference, a founding member of the John Muir Hospital Women’s Philanthropic Circle, board member and past Chair of the Walnut Creek Chamber of Commerce.  Her largest philanthropic role is as Executive Director of the Contra Costa County-based nonprofit, White Pony Express, working to end poverty and hunger.  She has also founded M2-One, an organization she created with a vision to elevate women and engage them in leadership roles throughout all types of business and management.