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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

7 advisors near 79065

Out of 400,000+ nationwide

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George D

CFP®, Series 66

Pampa, TX

Kingsview Wealth Management, LLC

George Demetriades is a CFP® with 14 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 12 years. Demetriades is a board member and investment manager for the Pampa Youth Community Center, a nonprofit organization. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Daniel F

Series 66

Pampa, TX

Raymond James Financial

Daniel Fowler is a financial advisor with Raymond James Financial in Pampa, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes ten years at Happy State Bank and LPL Financial. Outside of his advisory role, he is a partner in an agricultural venture focused on hunting and recreation land management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiling and supported by a broad affiliate network.

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

Series 63, Series 66

Pampa, TX

Edward Jones

Thomas Reynolds is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, Reynolds is a partner in a local sports broadcasting business covering high school football and basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 advisors and manages over $1 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacqueline B

Series 63, Series 66

Pampa, TX

Edward Jones

Jacqueline Braddock is a financial advisor with Edward Jones in Pampa, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a co-owner of Braddock Properties LLC, a commercial property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and 15,000 branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Renee S

Series 66

Pampa, TX

Cetera

Renee Shephard is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her career includes prior roles at Wells Fargo and Winco. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Benny W

Series 63, Series 66

Pampa, TX

Edward Jones

Benny Watson is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Watson serves as president of the Pampa Country Club, where he participates in monthly board meetings to assist with daily operations. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven G

Series 63, Series 66

Pampa, TX

Edward Jones

Steven Glover is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is involved in application development with Biblioteko, LLC, focusing on Salesforce, and creates content for a travel website about vacations to Kauai. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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