San Antonio, TX 15000 W Interstate 10 Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

15000 W Interstate 10

San Antonio TX 78249

Advisors at this office

2

Advisors at this office

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Steven D

Series 66, Series 63

San Antonio, TX

Raymond James Financial

Steven Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 licenses and bringing 36 years of industry experience. He has worked with Security Service Investment Group and Security Service Federal Credit Union since 2018, where he serves as Vice President and Program Manager for the Credit Union investment program. Prior to this, he was with Emerson Equity LLC and SENSUS Wealth Management Group, 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, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work, among other specialized advisory services.

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

Series 66

San Antonio, TX

Raymond James Financial

Bruno Montes De Oca is a financial advisor at Raymond James Financial in San Antonio, TX, holding a Series 66 designation. He has prior experience at Goldman & Peterson PLLC and has worked in various roles since 2014, including positions outside the financial industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance advisory services.

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