Mary Brammer, CDFA®, CPWA® | Women of Impact

MARY BRAMMER, CDFA®, CPWA®

First Vice President, Wealth Management

Brammer Dickerson Wealth Management of Raymond James

I’m a wealth management advisor at Brammer Dickerson Wealth Management of Raymond James, specializing in financial and retirement planning, portfolio and tax strategies, small business planning, and pre- and post-divorce planning. I began my career in 2007 and launched my own financial planning practice in 2012.

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PRESSING QUESTIONS

How I knew this was my passion

Helping people grow their wealth and seeing the impact it has on their lives is what drives me.

Biggest challenges in my career

Unexpected loss. While we help many plan ahead, some come to us when it’s too late to prepare.

My first job and what it taught me

Customer service taught me how to handle people and emotions — and that I truly love working with others.

A nonprofit I wish more people knew about

HBOT 4 Heroes.

What keeps me coming back to my job every day

Seeing the difference we make — especially when clients realize they can retire and enjoy life.

Best career moment so far

Helping a client create a charitable trust for veterans and seeing her wishes come to life after her passing.

A skill I never expected to need in this field

Acting as a financial counselor — walking alongside clients through life’s challenges.

One practice I use to maintain my mental health

Prayer, faith and laughter.

Best advice I ever received

Make choices you can be proud of when you look in the mirror each day.

The one thing I wish people knew about my field

Honesty is essential. Without full transparency, a financial plan can’t truly support your goals.

The first thing I do to course-correct when I hit a wall

Talk it through with my business partner — my sister.

IN THE DETAILS