Mary Patton peeples Gilmer
Investment adviser representative at Sagespring Wealth Partners
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sagespring Wealth PartnersNov 2021 to now
- Raymond James Financial Services, IncMar 2022 to Nov 2024
- Warren Averett Asset ManagementApr 2017 to Nov 2021
- Dean of Students OfficeMar 2017 to May 2017
- Alli Ray BoutiqueApr 2015 to Jan 2017
- University of AlabamaAug 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6642017
- Firm CRD
- 283515