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Matthew W

Series 66

Uvalde, TX

Raymond James Financial

Matthew Wyatt is a financial advisor with Raymond James Financial in Uvalde, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at The Bank and Trust since 2015 and serves as one of nine committee members advising leaders at the First United Methodist Church in Uvalde. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses a range of analytical tools to support client goals, with specialized municipal and SIMPLE IRA consulting services also available.

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

Series 63, Series 66

Uvalde, TX

Raymond James Financial

Jaroy Mulkey is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Mulkey is also an associate at Security Service Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable municipal and public-finance advisory capabilities.

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

Series 63, Series 65

Uvalde, TX

Edward Jones

Aaron Pulsford is a financial advisor with Edward Jones in Uvalde, Texas, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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James C

Series 63, Series 65

Uvalde, TX

Raymond James Financial

James Coleman is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and is notable for its affiliation with a municipal advisor and specialized programs such as 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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