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Stella D

Series 66

San Angelo, TX

Raymond James Financial

Stella Doyle is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. Her work history includes roles at Mercer Global Advisors Inc., Hawsgoodwin Wealth, and The Bank and Trust. Outside of her advisory duties, she is involved with Westex Investment Services in a non-owner capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports a broad range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen S

Series 63

San Angelo, TX

Raymond James Financial

Stephen Sherrod is a financial advisor with Raymond James Financial in San Angelo, Texas, holding a Series 63 designation and with 47 years of industry experience. He has been associated with Raymond James Financial and related entities since 1990 and is also involved in nonprofit leadership as the president of a local organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools to model potential outcomes and supports various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher W

Series 63, Series 65

San Angelo, TX

Raymond James Financial

Christopher Ward is a financial advisor with Raymond James Financial in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James Financial and its affiliates since 2006 and also serves as a financial advisor at The Bank & Trust. Additionally, he is involved with Westex Investment Services in a non-investment role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dustin N

Series 66

San Angelo, TX

Raymond James Financial

Dustin Newton is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and related entities since 2017. Newton serves as a director on the Information Technology Committee for The Bank & Trust, s.s.b., where he contributes to strategic oversight of IT infrastructure and audits. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

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