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Michael R

CFP®, ChFC®, Series 66

Southlake, TX

Edward Jones

Michael Raich is a financial advisor at Edward Jones in Southlake, TX, holding CFP®, ChFC®, and Series 66 designations with 8 years of industry experience. Before joining Edward Jones in 2018, he worked at Cook Children's Healthcare System from 2015 to 2017. He serves as treasurer for the Keller High School Theater Boosters organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

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

CFP®, Series 66

Southlake, TX

Edward Jones

Nicole Pugsley is a CFP®-designated financial advisor with Edward Jones, based in Southlake, TX, and has nine years of industry experience. She has been with Edward Jones since 2017 and previously held positions at Texas A&M University-Corpus Christi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, emphasizing a fiduciary standard in its advisory services.

Exec comp design Startup equity planning Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Planning for children with special needs Founder/Business Owner Executive Professional Athlete Entertainment Industry
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William S

Series 66

Southlake, TX

Edward Jones

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

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

Series 66

Southlake, TX

Edward Jones

Jesse Deaver Jr. is a financial advisor at Edward Jones in Southlake, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Cox Automotive and Arizona Public Service, and has additional experience in both public service and transportation sectors. Outside of his advisory role, he serves as a basketball referee for middle and high school games in the Fort Worth area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Family Business Multi-generational wealth transfer Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Grace S

Series 66

Southlake, TX

Edward Jones

Grace Stear is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has experience working as a retail stock associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

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

CFP®, Series 66

Southlake, TX

Edward Jones

Blake Johnson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Oryx Oilfield Holdings, LLC. from 2015 to 2017. 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 under management 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Jill C

Series 63, Series 66

Southlake, TX

Edward Jones

Jill Clifton is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Women Professionals Women Business Owners
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Scott H

Series 66

Southlake, TX

Edward Jones

Scott Hoffmeyer is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. In addition to his work at Edward Jones, he has been self-employed since 2006. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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