Boerne, TX N. Main Street Office

Wendy Sachs is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

Roy Sachs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012. He is approved as a Professional Football Players Advice Professional by the National Football League Player's Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.