Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Kensington, MD 20895
Credentials
Series 63, Series 65
Industry experience
14 years
Mary Gouveia is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Kensington, MD. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining Raymond James, she worked at Fidelity Brokerage Services, Merrill, and several SunTrust and Truist investment firms. Outside of her advisory role, she owns and manages A La Carte Event Rentals Inc. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans through fact-finding interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
3535 University Blvd W
Kensington, MD 20895
Maryland
Raymond James Financial Services, Inc.
2026 - Present (1 year)
Lafayette Federal Credit Union
2026 - Present (1 year)
Raymond James Financial Services Advisors, Inc.
2026 - Present (1 year)
A La Carte Event Rentals Inc.
2024 - 2026 (2 years)
Fidelity Brokerage Services LLC
2022 - 2024 (2 years)
Merrill
2021 - 2022 (1 year)
Suntrust Investment Services, Inc.
2020 - 2021 (1 year)
Truist Advisory Services
2020 - 2021 (1 year)
Truist Investment Services, Inc.
2020 - 2021 (1 year)
PNC Investments
2019 - 2020 (1 year)
Suntrust Investment Services, Inc.
2019 - 2019 (1 year)
Suntrsut Advisory Services, Inc.
2018 - 2019 (1 year)
SunTrust Advisory Services
2016 - 2018 (2 years)
Suntrust Bank
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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CFP®, Series 65
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McQuade, Kathleen Mary
Series 63, Series 65
Washington, DC
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Series 65
Vienna, VA
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Series 66
Falls Church, VA
POV Wealth LLC
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