Large-firm financial advisors working with executives in Laredo, TX

Fernando Montemayor Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in IBC Investment Services and works with IBC Insurance Agency in connection with non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Luis Mendoza III is a financial advisor with Commonwealth Financial Network based in Laredo, TX. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Rio Dex LLC and International Bank of Commerce. Mendoza also serves as a presenter with ComPsych, teaching financial awareness. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Luis Gonzalez III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Texas Community Bank for 18 years. He is also the managing member of LG Investments LLC, a family investment entity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Vania Magallanes is a financial advisor at KWS Advisory Group, LLC in Laredo, TX, holding a Series 65 credential with four years of industry experience. She has been with KWS Financial Group since 2020 and has also worked with the Laredo Independent School District since 2010. Outside of advising, she serves as CEO of Millennial Rentals, LLC, managing contracting for an investment property. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, corporations, and retirement accounts, managing approximately $9.1 million in client assets. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and employs third-party platforms and managers in its portfolio construction.

Gerardo Castellanos is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he is involved in the sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.