Mary Anne Mayer Redmond, CFP®, MRFC, is President of Mary Anne Mayer Redmond Wealth Management, a firm that provides a comprehensive range of financial planning, implementation, & management services for individuals.
Quoting Mary Anne, “Though I cannot guarantee the outcome, we focus on helping clients make the most money they can. I look for what has the greatest potential for them. Of course, each client is unique. I provide care in discerning & shaping customized solutions.”
The approach is holistic, with care to which, out of the whole, might have the greatest benefit for the client, according to the client’s personal & financial circumstances.
The firm’s services include financial advice, and, when appropriate, more formal financial planning – and the provision & monitoring, too, of implemented resources. The extensive array of financial solutions available through Mary Anne's firm, encompasses diverse managed or advisory investment approaches, stocks, mutual funds, ETFs, alternative investments such as REITs, income-oriented offerings, other helpful tools such as annuity and/or life insurance, and more, vetted & recommended within the context of what can best serve the client.
“I suggest coming in (or talking via Zoom – or phone –), for the free introductory meeting with me. That’s an opportunity for us together to determine whether it makes sense to go forward in an advisor-client relationship. I’ll do a lot of listening and answer questions you have, as best I can. Of course, we can talk 1st, over the phone, to answer your questions & learn more about each other, for a sort of pre-meeting meeting, before scheduling a more in-depth appointment. I do work with clients in various locations in the U.S.
“I think the adage ‘you don’t know what you don’t know’ could have been coined by someone in the financial services field. This field is vast, with possible resources, strategies, solutions that can be challenging for non-professionals to be aware of, or suitably choose from by themselves. Equally daunting is distinguishing among advisors or wealth management firms. If you’ll take that beginning step by indicating interest, whether or not you know what to ask for, together we can see what might be appropriate for you.”
Mary Anne is part of a team, and each team member works aiming to deliver best service and care for client outcomes. Our team includes: Shalice Gentry, who oversees Client Services, including scheduling; Ariana Kamalvand, who's considered "Special Ops" and provides support in various areas, including tech challenges, admin. details, proofing and (not yet underway) public communications. Debbi Belcher provides the advanced experience & training for administrative details involved for each client. Lisa Stanford, who operates her own virtual assistant firm, also helps with admin. training. Teamwork encompasses Money Concepts "back office" (broker dealer) support, as well as the relevant knowledge and experience of colleagues & professionals who specialize in tax-planning, legal, and investment & insurance resources.
Mary Anne’s years in the profession have enabled her to develop a keen sense about reliable resources; and central to that has been & is what she considers to be superb broker dealer support to an independent advisor such as herself. The broker dealer is Money Concepts, and that firm’s support (for Mary Anne, since 2003) is multi-dimensioned, including: the highly relevant continuing education that Money Concepts provides; the rigor of that firm’s attention to compliance to regulatory rules & protocol; an extensive array of resources (with no proprietary requirements) so that the advisor has autonomy in her choices for the client; the speed & care with which necessary documents are processed; the leading edge technology made possible by affiliation with the firm; the inspiring ethics, leadership & company culture (with its genuinely helpful, dedicated, individuals); the collaborative spirit among the Money Concepts independent advisors country-wide – this too benefits the client by enhancing the advisor’s access to knowledge, experience, & coaching. In other words, behind-the-scenes efforts help maximize the end-result for the client.
Mary Anne entered the financial services profession in 1991, earning the designations of CFP® (Certified Financial Planner) and RFC® (Registered Financial Consultant) and the Series 6, 7 & 63 NASD Investment Company/Variable, General and Uniform Securities licenses, and the Texas Life, Health, & Variable Insurance licenses. In 2017 she earned the Master Registered Financial Consultant MRFC® designation.
In addition to working with individual clients, Mary Anne has given numerous presentations on finances, co-created a comprehensive educational kit (Having It All Together with Finances) for women, and authored the Spirit of Abundance Daily Reminders, a compilation of her original motivational and inspirational writings.
"I enjoy making things accessible to others, sharing what might be helpful or rewarding. In the world of investments & finances, this means I bring in solutions that can support people’s lives – with that strong focus on helping grow their money." Her approach with clients is informed by intuition as well as what’s been learned over the years in the wealth management profession. Decades ago, she completed a challenging undergraduate thesis on William Blake's masterpiece Jerusalem. Today, she aims to provide similar unwavering care in working with clients' wealth management.
Education, Designations & Licenses
Master Registered Financial Consultant (MRFC®) 2017 – present
Registered Financial Consultant (RFC®) 2010 – 2017
Series 7 NASD Licensed General Securities Representative 1996 – present
Certified Financial Planner (CFP®) Licensee 1996 – present
Graduate, Certified Financial Planner Professional Education Program 1995
Series 63 Licensed Uniform Securities Agent 1993 – present
Series 6 NASD Licensed Investment Company/Variable Representative 1993 – present
Texas Licensed Variable Contract Agent 1993 – present
Texas Licensed Life & Health Insurance Agent 1991 – present
Master of Fine Arts in Writing, Vermont College of Norwich University 1987
Bachelor of Arts, magna cum laude, Oberlin College 1976
Money Concepts Eagle Award 2019
Money Concepts Century Award 2018
Certified Green America Business 2010 – present
Bess Judd Spirit of Zonta Award 2011
Bess Judd Spirit of Zonta Junior Award 1996
“Ethical Investing” Northaven Methodist Church, Dallas 2018
“Conscious Capitalism” Panel, Northaven Methodist Church, Dallas 2017
“Investing 2016 & Sustainable (Green/SRI) Choices” Women in the Environment, N. Texas 2016
“12 Things Every Woman of the ‘90s Must Know about Finances” Civic Groups, N. Texas 1994 – 1997
Self-Expression & Leadership Program, Landmark Education 1995 – 1996
How to Plant Mary Anne’s Business Card to Grow Wildflowers
For best results, plant the seeds in the spring (after the last freeze) or indoors.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Mary Anne Mayer Redmond Wealth Management is an independent firm and not affiliated with Money Concepts