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Jeannie M

Series 63, Series 65

Richmond, TX

Hilltop Securities inc.

Jeannie Martinez is a financial advisor with Hilltop Securities Inc. in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she has an ownership interest in a real estate investment business. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, featuring an open-architecture platform that incorporates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides access to municipal bond strategies alongside discretionary and non-discretionary management options.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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