Advisor profile


My approach

MaryAnna Gilmer - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
MaryAnna Gilmer - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA® Behavioral FinancialAdvisorTM
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law
  • Life & Health Insurance

Education

  • University of Virginia, B.A. Sociology 2008

Interests

Outside of the office, I enjoy running, yoga, going to the farmers’ market and trying new recipes. I love to visit the wineries and great restaurants in town. I also enjoy spending time outside with my dogs, Gomer and Gracie.

I grew up in Abingdon, Virginia and enjoy visiting my family, going to the Barter Theatre, and running on the Virginia Creeper Trail.

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.