Seasoned financial advisors 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 at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Avantax, PNC, and BBVA Securities. Outside of advising, he co-owns a tax preparation and notary service and is a candidate for Val Verde County Commissioner. Cetera Investment Advisers LLC supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary options.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.