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3 advisors near 78332
Out of 400,000+ nationwide
Debra B
CFP®, Series 63, Series 66
Alice, TX
Edward Jones
Debra Brooks is a CFP®-designated financial advisor with Edward Jones, based in Alice, TX, and has 30 years of industry experience. She has worked at Edward Jones since 1999 and was previously with Norwest Investment Services, Inc. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Katrina M
CFP®, ChFC®, Series 66
Alice, TX
Edward Jones
Katrina Morris is a CFP® and ChFC® with 12 years of industry experience, all of which she has spent at Edward Jones. She is also registered under the Series 66 designation. Outside of her advisory role, she serves as president of MorrisBuilt LLC, a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Dennis W
Series 63, Series 66
Alice, TX
Edward Jones
Dennis Whitley is a financial advisor with Edward Jones in Alice, Texas, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Whitley serves on the board of directors for the local Alice P&S Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
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3 advisors near 78332
Out of 400,000+ nationwide