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5 advisors near
78861
within the area shown on the map
Out of 400,000+ nationwide
Christopher V
Series 63, Series 65
Hondo, TX
Raymond James Financial
Christopher Van Stavern is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Ameriprise and Investment Professionals, Inc., and he has operated Outdoor Lifestyle Strategies, LLC dba Springs Wealth Group since 2020. He is also a partner in OLS Property Group, LLC. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.
Abigail Z
Series 66
Hondo, TX
Raymond James Financial
Abigail Zinsmeyer is a financial advisor at Raymond James Financial with the Series 66 designation and less than one year of industry experience. Prior to joining the firm, she was involved with agricultural enterprises including Z & Z Farms and Double Z Ranch, as well as an organization called Wildlife Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Daniel D
Series 63, Series 66
Hondo, TX
Edward Jones
Daniel Dailey is a financial advisor with Edward Jones in Hondo, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Edward Jones since 1998. Outside of advising, he manages office space rental properties in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and comprehensive services beyond advisory offerings.
Andrea M
Series 63, Series 65
Mico, TX
Raymond James & Associates
Andrea Montalvo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she also serves as executor for her father's estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, using a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.
Paden L
Series 66
Hondo, TX
Edward Jones
Paden Lynch is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 designation. He has worked at Edward Jones since 2019 and previously held roles at Double L Lodges LLC and Cecil Atkission Motors. Lynch is also a managing member of Double L Lodges LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.
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Finding advisors...
5 advisors near
78861
within the area shown on the map
Out of 400,000+ nationwide