Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Taylor G

Series 66

Abilene, TX

Raymond James Financial

Taylor Grant is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Graymark Insurance and Carroll ISD. He is also involved as an associate at Big Country Asset Management in Abilene, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jeremiah P

Series 66

Abilene, TX

Raymond James Financial

Jeremiah Presley is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Raymond James Financial Services Inc. and has a background that includes coaching roles at Abilene Christian School and owning a local business focused on coaching support. He is also involved with Presley Wealth Stewards, where he handles financial planning and client management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and institutional consulting capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Erik P

Series 66

Abilene, TX

Raymond James Financial

Erik Presley is a Series 66-licensed financial advisor with over 11 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the CEO of Experience Life International 360, a business focused on coaching and institutional relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Braxton O

Series 66

Abilene, TX

Raymond James Financial

Braxton Oliver is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked in education with Carroll ISD and Wylie ISD. Outside of his advisory role, he is employed as a financial advisor with Big Country Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Sidney G

Series 63

Abilene, TX

Raymond James Financial

Sidney Grant is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2020, he spent over a decade with Wells Fargo, including roles at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he serves on a local board of directors and owns a cattle ranch in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized services in municipal and public finance as well as employer retirement plan consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)