Top financial advisors working with retirees in Del Rio, TX

Eldon Brown is a CFP® with 21 years of industry experience, currently serving at Brown Financial Group in Del Rio, TX. He has been with Wealth Financial Advisory Services, LLC since 2016 and has worked with Brown Financial Group since 2013. Outside of his advisory work, he is also a licensed insurance agent. Brown Financial Group advises individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm manages around $21.1 million across about 119 accounts and utilizes modern portfolio theory with long-term trading strategies, maintaining tailored or model portfolios and conducting at least annual account reviews.

John Plumb is a financial advisor with Raymond James Financial in Del Rio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services since 2007 and at The Bank and Trust since 2003. Outside of his advisory work, he owns a small farm where he sells hay and raises goats. 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 non-discretionary planning tailored to client goals and supports its advisors with analytical tools and programs, including unique municipal advisory services and employer consulting options.

Scott Mann is a financial advisor with First Command Advisory Services in Del Rio, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his advisory role, Mann was involved in landscaping and tree services through Two Brothers Landscaping and Trees LLC for four years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed centrally by its Investment Management Team.

Jessica Leyendecker is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of advising, she is an owner of a commercial rental property in Del Rio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sergio Rodriguez is a financial advisor with Cetera in Del Rio, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at PNC Investments, Avantax Insurance Agency, and BBVA Securities. Outside of his advisory work, he co-owns a tax preparation and notary service and is a candidate for Val Verde County Commissioner. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.