Skip to main content

Our financial advice team


MaryAnna Gilmer

MaryAnna Gilmer

CRPC®, BFA, APMA®

Financial Advisor

Vice President of
Engel & Associates
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

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

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.

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
Newsletter

to receive my newsletters and other financial and market information

Community participation

I volunteered at the Blue Ridge Area Food Bank in October of 2008.