Invera Wealth Advisors
Categories
Financial Planners & Asset ManagementConsultants - FinancialFinancial AdvisorsFinancial PlannersInvestment Services
About Us
Invera Wealth Advisors of Raymond James & Associates is a full service investment and financial planning firm dedicated to helping clients achieve their financial goals and dreams. We specialize in personalized service and Environmental, Social and Governance Investing.
Highlights
Rep/Contact Info
Mary S. Brooks, CFP®
Managing Director
- Phone: (925) 280-8630
- Send an Email
- 1261 Locust Street #263 Walnut Creek CA 94596
Ila Dela Merced
Sr. Practice Marketing Associate
- Phone: (925) 280-8602
- Send an Email
- 1261 Locust Street #263 Walnut Creek CA 94596
Jessica Higgins
Financial Advisor
- Phone: (541) 647-1892
- Send an Email
- 2325 NW Lolo Drive Bend OR 97703
Shenandoah Sampson
Financial Advisor
- Phone: (541) 647-1881
- Send an Email
- 2325 NW Lolo Drive Bend OR 97703
