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3 advisors near
75785
within the area shown on the map
Out of 400,000+ nationwide
Sherry R
Series 66
Reklaw, TX
UBS Financial Services
Sherry Richards is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Charles Schwab, Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James Financial Services, and Southside Bank. Outside of her advisory work, she co-owns a personal farm and serves on the board of directors for Bread of Life Community Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.
Taylor G
Series 66
Rusk, TX
Edward Jones
Taylor Gray is a financial advisor with Edward Jones in Rusk, Texas, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in roles at AEP Swepco, Datamax, and Hospice Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Debra D
Series 66
Rusk, TX
Edward Jones
Debra Dominy is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as a vice president and co-trustee for family investment and living trust entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
3 advisors near
75785
within the area shown on the map
Out of 400,000+ nationwide