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Shauna B

Series 63

Waco, TX

Raymond James Financial

Shauna Bartula is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 28 years of industry experience. She has served as a Vice President and financial advisor at Extraco Wealth and Trust since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, employing analytical tools to tailor recommendations to client goals.

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

Series 66

Waco, TX

Raymond James Financial

Alia Mitchell is a Series 66-licensed financial advisor with Raymond James Financial in Waco, TX, bringing 10 years of industry experience. She has concurrent roles at Extraco Banks and Extraco Wealth & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and 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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