Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4 advisors near
75831

Out of 400,000+ nationwide

firm logo

Harold R

Series 63, Series 66

Buffalo, TX

Edward Jones

Harold Richmond is a financial advisor with Edward Jones in Buffalo, Texas, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Richmond is also the owner of Richmond4 LLC, a disregarded entity based in Marquez, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Lee H

Series 66

Buffalo, TX

Edward Jones

Lee Harcrow is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked at Harcrow & Harcrow, P.C. and Thomas E Harcrow, Jr., CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Melanie E

Series 63, Series 65

Teague, TX

UBS Financial Services

Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
firm logo

Caroline R

Series 66

Buffalo, TX

Edward Jones

Caroline Richmond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has held roles at multiple firms, including Gollob Morgan Peddy where she worked as a staff accountant preparing tax returns, and has also worked in administrative positions at a law firm and a university office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)