Plano, TX Dallas Parkway Office

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Traci Steelman is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Frank Storm CPA and Tailored Wealth Management. She serves as an acting trustee for a family trust managing a farm estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by analytical tools, with specialized services in municipal and public finance as well as employer retirement plan advisory programs.

Amanda Lepla is a CFP® professional with seven years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and affiliated entities, having previously worked at Fidelity for several years. Outside of advisory work, she is involved with Bell & Valente, a non-investment related support company in Plano, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alfonso Valente is a financial advisor with Raymond James Financial in Plano, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial since 2008 and served with the City of Plano from 2016 to 2017. Valente is also involved in business ventures including ownership roles at Bell & Valente Wealth Services, Bell & Valente, LLC, and RAK Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Donald Bailey is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Plano, TX. Prior to joining Raymond James in 2019, he worked at UBS Financial Services Inc. from 2011 to 2019. Outside of his advisor role, he is involved with Twin Oaks Wealth Partners, where he dedicates significant time as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with specialized municipal and public finance offerings that distinguish it among large institutional advisors.