Financial Advisor Mary Anne Mayer Redmond

Mary Anne Mayer Redmond - CFP® MRFC®

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Independent Financial Advisor

About Mary Anne



My Profile

Overview

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.

 

Focus

Quoting Mary Anne, “Though I cannot guarantee the outcome, I focus on helping my 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 great care in discerning & shaping customized solutions.”

 

Services

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, includes the client-friendly financial planning program she uses, as well as 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, donor-advised funds  – and much 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 you & I 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 I believe would be very challenging for most 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’ll see what might be appropriate for you.”

 

Team

Mary Anne is part of what she considers a remarkable team – dedicated to excellence.  This team includes her executive assistants, Debbi Belcher, Amber Stanford and Lisa Stanford, who manage the administrative details involved for each client. They make it possible for Mary Anne to focus as noted above, while helping ensure that clients have a streamlined experience in the fulfillment of matters at hand.  The teamwork also 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.

 

Background

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 I've discovered that might be helpful – rewarding.  In the world of investments & finances, this means I bring in solutions that 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.  She provides the same unwavering care in working with different financial situations as she did (decades ago) in a challenging undergraduate honors thesis on William Blake’s masterpiece Jerusalem. That resolute attentiveness guides her with each new case.

 

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

 

Recognition

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

 

Speaker

“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

 

Coach

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.

  1. To plant the paper, first wrap it in a moist paper towel or a sandwich bag, and place it behind a window, so it receives direct sunlight for about 2 weeks. Make sure the paper stays moist.
  2. After the seeds start to germinate, you can prepare a pot of soil in your garden. Place the moistened paper on top and cover it with a thin layer of soil.
  3. Water well – especially within the first 6-8 weeks – make sure it receives plenty of sunshine.

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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

Mary Anne Mayer Redmond is an independent contractor of Money Concepts

note: Mary Anne Mayer Redmond Wealth Management is an independent firm and not affiliated with Money Concepts

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