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Mary R

Series 63, Series 66

Johnson City, TN

Edward Jones

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Divorce financial planning Planning for children with special needs Doctor or Medical Professional
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Casey S

Series 66

Johnson City, TN

Fidelity

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Parents Young Families
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