Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

6 advisors near
79521

Out of 400,000+ nationwide

firm logo

Rebekah B

Series 63, Series 66

Haskell, TX

Edward Jones

Rebekah Bodkin is a financial advisor with Edward Jones in Haskell, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as President of the Haskell Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a widespread network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Founder/Business Owner
firm logo

Joe M

Series 63, Series 66

Stamford, TX

Edward Jones

Joe Mc Means is a financial advisor with Edward Jones in Stamford, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Mc Means serves on the boards of the Stamford Goodfellows and the Stamford Art Foundation, and he is involved in financial oversight at St. John's Methodist Church. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jessica V

Series 66

Stamford, TX

Raymond James Financial

Jessica Vaughan is a financial advisor at Raymond James Financial Services with six years of industry experience. She holds a Series 66 credential and has previously worked at Oreana Communications. Outside of her advisory role, she is involved in several family-owned businesses including agriculture, construction, commercial real estate, and event venue management, and serves as a director for the Community Foundation of Stamford. Raymond James Financial Services provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

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

Blayne D

Series 66

Stamford, TX

Edward Jones

Blayne Davis is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2020 and previously worked for Mumford ISD from 2014 to 2020. Davis holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Family Business General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics
user avatar
firm logo

Gary D

Series 63, Series 66

Stamford, TX

Raymond James Financial

Gary Decker is a financial advisor with Raymond James Financial Services Advisors Inc. in Stamford, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Before joining Raymond James in 2017, he spent 24 years with Edward Jones Investments. Outside of his advisory role, Decker owns a Registered Angus cattle herd, operates a dirt contracting business, runs a fitness center, and founded the Grand Theatre of Stamford, contributing to historic preservation efforts. He also serves as vice president of the Stamford Hospital District board and holds leadership roles with the West Texas Rehab Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting clients in implementing recommendations through various advisory programs.

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

Jared B

Series 66

Haskell, TX

Edward Jones

Jared Bodkin is a Series 66 designated financial advisor with Edward Jones in Haskell, TX, where he has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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”)