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Desiree L
Series 65
McALLEN, TX
Dynamic
Desiree Longoria is a financial advisor at Dynamic with six years of industry experience. She holds a Series 65 designation and has worked at Dynamic Wealth Advisors since 2020. Prior to her advisory role, she spent seven years working at Ruben Hinojosa Elementary School. Outside of advising, she is an independent life and health insurance agent. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, compliance, and sub-advisory services.
Jose L
Series 63, Series 65
McALLEN, TX
Dynamic
Jose Longoria Jr. is a financial advisor with Dynamic, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Oxford Asset Management, LLC for 12 years before joining Dynamic Wealth Advisors in 2018. Outside of advising, his family owns and operates a cattle ranch. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and supports other advisers through technology, compliance, and sub-advisory services.
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