Allen, TX W Bethany Dr Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

950 W Bethany Dr, Suite 440

Allen TX 75013

Advisors at this office

3

Advisors at this office

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Timothy W

CFP®, Series 63, Series 66

Allen, TX

Raymond James Financial

Timothy Wilson is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. His career includes long tenures at LPL Financial and the American National Bank of Texas. He is also president of Logsdon Wilson Wealth Advisors LLC, a support company he owns. 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 tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs, with specialized services in municipal and public finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph L

CFP®, Series 66

Allen, TX

Raymond James Financial

Joseph Logsdon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 16 years before joining Raymond James in 2021. Outside of his advisory role, he is president of Logsdon Wilson Wealth Advisors, LLC, a support company he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephanie C

Series 63, Series 65

Allen, TX

Raymond James Financial

Stephanie Cano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and working in the industry for 13 years. She has previously worked at American National Bank of Texas and LPL Financial LLC. Cano currently supports Logsdon Wilson Wealth Advisors, assisting with client onboarding, relationship maintenance, and compliance processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, incorporating advanced modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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