San Antonio, TX E. Sonterra Blvd. Office

Marco Rodriguez is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes nine years at Frost Brokerage Services and Frost Investment Services, as well as two years at Frost Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, supported by extensive research and a variety of portfolio management strategies.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2008, including a prior period from 2008 to 2016, with additional experience at Wells Fargo Clearing and Cetera Investment Services. Raymond James & Associates, Inc. is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non‑discretionary investment consulting, and municipal advisory services.

Joseph Wofford is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Patrick Carney is a CFP® professional with 37 years of experience in the financial industry. He is currently with Raymond James & Associates, having previously worked at Ameriprise Financial Services, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, Carney serves on the Board of Directors and as Treasurer General of OSMTH. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research.

John Nebens is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has a passive ownership interest in a commercial real estate business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

Jordan Dickson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His previous roles include positions at Edward Jones, J.P. Morgan Securities, and JPMorgan Chase bank. Raymond James & Associates, Inc. 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 and pension plans, and municipal entities, offering financial planning and advisory services through multiple specialized programs.

Phillip Valadez is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as Chairman of the Deacons at The Fellowship of San Antonio, where he has led capital campaigns and provided financial guidance to church leadership. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers comprehensive financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Stephen San Roman is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company over an eight-year period, as well as DXP Enterprises, Inc. for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kyle Wofford is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held roles at Travelers Insurance and The Hartford Fire Insurance. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and nonprofits, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management approaches.

John Mc Phillips Jr. is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.