Buda, TX N Fm 1626 Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

251 N Fm 1626 Bldg 1 Ste D

Buda TX 78610

Advisors at this office

3

Advisors at this office

Matthew M

CFP®, Series 66

Buda, TX

Edward Jones

Matthew Mintz is a CFP® professional with six years of industry experience currently serving at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Clarke Kent Plumbing and CynergisTek Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Retirement income strategy Founder/Business Owner

Casey R

Series 66

Buda, TX

Edward Jones

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans

Daniel F

Series 66

Buda, TX

Edward Jones

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. 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 investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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