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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

3 advisors near 78801

Out of 400,000+ nationwide

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Matthew W

Series 66

Uvalde, TX

Raymond James Financial

Matthew Wyatt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Uvalde, Texas, holding a Series 66 designation and 11 years of industry experience. He has been associated with The Bank and Trust and Raymond James Financial Services since 2015. Wyatt serves as one of nine committee members advising church leaders at First United Methodist Church in Uvalde. Raymond James Financial Services Advisors, Inc. serves individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a focus on tailored financial plans developed via fact-finding interviews and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Aaron P

Series 63, Series 65

Uvalde, TX

Edward Jones

Aaron Pulsford is a financial advisor with Edward Jones in Uvalde, Texas, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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James C

Series 63, Series 65

Uvalde, TX

Raymond James Financial

James Coleman is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research, while maintaining a significant non-discretionary advisory business.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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