Financial Services - Advisor


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Edward Jones - Don McGraw

www.edwardjones.com

800 Hwy 290 West, Ste 500
Dripping Springs, TX 78620
Map

512-858-2850
Email

  • Financial Services - Advisor
  • Financial Services

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Edward Jones - Gavin Loftus, CFP®, Financial Advisor

www.edwardjones.com

102 Old Fitzhugh Rd. Ste 100
P.O. Box 1174
Dripping Springs, TX 78620
Map

512-894-3801
Email

  • Financial Services
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  • Financial Services - Advisor

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Edward Jones - Patrick Woodman

www.edwardjones.com

14101 Hwy 290 W, Suite 100A
Suite 100A
Austin, TX 78737
Map

512-894-0665
Email

  • Financial Services
  • Financial Services - Advisor
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Kump Financial Advisory Group of Raymond James

https://www.raymondjames.com/melodykump/

6034 W. Courtyard Dr., Ste 305
Austin, TX 78730
Map

512-773-2606
Email

  • Financial Services - Advisor

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Maugel & Purcell Financial Solutions

www.moneymaugel.com

5307 Hwy 290 W Bldg 2 Ste 1
Austin, TX 78735
Map

512-264-3833
Email

  • Financial Services
  • Financial Services - Advisor
  • Insurance & Benefits
  • Health
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Merrill Lynch Private Bank - Robert Moon, CPM

Merrill Lynch Private Bank - Robert Moon, CPM

https://www.pbig.ml.com/advisor/themoongroup.html

 

 The Moon Group is a wealth management team that focuses on the needs of ultra-affluent executives, entrepreneurs, and private equity partners located throughout the United States. As members of the Private Banking and Investment Group at Merrill Lynch, we serve a select group of clients who demand in-depth knowledge, high touch service, and an unwavering focus on their financial priorities.

5995 Mount Gainor
Wimberley, TX 78676
Map

512-844-4350
Email

  • Financial Services - Advisor

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Prominent Financial Planning LLC

www.prominentfp.com

Prominent Financial Planning is a fee only financial planning firm which means that we do not receive compensation from any source other than our clients. We believe that this helps minimize conflicts of interest and enables us to achieve our mission of truly pursuing our clients’ best interests. We specialize in assisting families, sales professionals and healthcare providers in achieving their financial goals.

111 Sandpiper Cove
Austin, TX 78737
Map

512-660-7766
Email

  • Financial Services
  • Financial Services - Advisor
  • Investment

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Raymond James Financial Services Inc. Member FINRA/SIPC

www.raymondjames.com/susansantamaria

We help clients achieve their goals by managing their assets, preserving their wealth and building their legacy. We serve with a consultative approach and put our clients' interests first. 

We also believe in giving back to our community. 

Raymond James Financial Services Inc., Member FINRA/SIPC

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 

Richard and Susan Santamaria AAMS®
14101 W Highway 290 Bldg 800
Austin, TX 78737
Map

512-894-2137
Email

  • Financial Services
  • Investment
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Smith Wealth Management Group TX - Nick Smith

www.smithwmgtx.com

Nick Smith

Financial Consultant

nick@smithwmgtx.com

 

Financial Planning and Wealth Management

 

Most people aren't sure if they're on the right track financially. Our P23 Process helps to put all the pieces of your financial puzzle together, allowing you to pursue your work-optional lifestyle. We want our clients to face the future with anticipation, not apprehension.

 

Schedule your complimentary, no-obligation FIT Meeting today by calling (512) 615-3597, or email: nick@smithwmgtx.com 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

 

For a list of states in which I am registered to do business, please visit www.smithwmgtx.com

13062 Hwy 290 W, Ste 109
Austin, TX 78737
Map

512-615-3597
Email

  • Financial Services
  • Financial Services - Advisor
  • Investment

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