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6 advisors near
75418
within the area shown on the map
Out of 400,000+ nationwide
Brittany H
Series 65, Series 63
Bonham, TX
Eagle Strategies (NY Life)
Brittany Hendry is a financial advisor with Eagle Strategies (NY Life) based in Bonham, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles with NYLIFE Securities LLC, New York Life Company, and ClearPath Wealth Strategies, LLC. In addition to her advisory work, she is a partner at Fierce Financial, LLC, where she is involved in selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset management approach within the New York Life affiliate structure.
Robert S
Series 66
Bonham, TX
Edward Jones
Robert Scott is a financial advisor with Edward Jones in Bonham, TX, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for six years at Behr Paint Corporation. Outside of his advisory role, Scott and his wife own a family ranch where they operate a premium cow-calf business, and he serves as sale manager for an auction group specializing in livestock. He is also a board member of Farm Bureau Insurance in Bonham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.
Randy B
CFP®, Series 63, Series 66
Bonham, TX
Edward Jones
Randy Bowen is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones in Bonham, TX since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including managed solutions and separately managed accounts, operating under a fiduciary standard.
Brent S
Series 63, Series 66
Bonham, TX
Edward Jones
Brent Speck is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1992. His outside business activities include managing a monthly income venture in Bonham, Texas. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.
Ryan B
Series 66
Bonham, TX
Edward Jones
Ryan Bowen is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Delco Trailers, The Trailer Guys, Kwik Chek or TXB, and Buffalo Wild Wings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.
Justin W
Series 66
Bonham, TX
Edward Jones
Justin Wright is a financial advisor with Edward Jones in Bonham, Texas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Thrivent Financial, Xeritech, Envision Nutrition, and Forge RX. Outside of financial advising, he works as a nutrition coach, providing consulting and client biofeedback monitoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.
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Finding advisors...
6 advisors near
75418
within the area shown on the map
Out of 400,000+ nationwide