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Ellias B

Series 66

San Antonio, TX

Raymond James Financial

Ellias Baker is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked at Raymond James Financial Services, Inc. and Security Service Federal Credit Union, where he has been employed since 2019. Outside of advising, Baker owns Force Drink Company LLC, where he develops sports drink formulas and manages branding and packaging. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

San Antonio, TX

Raymond James Financial

Robert Alaniz is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding a Series 66 credential and 20 years of industry experience. He has been associated with Raymond James and related entities, including Security Service Investment Group and Security Service Federal Credit Union, since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal and public-finance advisory services.

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