El Paso, TX
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Updating Financial Advisors
James Lemaster is a Wealth Advisor, Senior Investment Management Consultant, and Senior Portfolio Manager with over thirty years of experience in the financial services industry with Morgan Stanley. James earned... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care
With more than 34 years of experience in retirement planning and investment management, Michael has the accumulated knowledge and perspective to help you with your financial goals. Michael understands the... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
Donna Lopez is a Portfolio Associate with Morgan Stanley. She joined Morgan Stanley in 2003 and since then has received her Series 7 and 66. Prior to Morgan Stanley she... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care
As the founding member of the Heritage Group of Raymond James, Kristy built a practice with the understanding that retirement planning means more than providing her clients with investment advice.... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
Sandra E. Garcia is licensed as a financial advisor and is based out of El Paso, TX. Garcia works for Charles Schwab & Co. and has successfully completed the Series... show more
Adrian Dodds is a financial advisor with Ing Financial Partners, Inc primarily works with Individuals, High Net Worth Individuals. Adrian Dodds operates out of El Paso, TX.
Michael Clifford Graham is licensed as a financial advisor and is based out of El Paso, TX. Graham works for LPL Financial and has successfully completed the Series 6, 7,... show more
Mark genuinely loves helping people fulfill their dreams. His ultimate endeavor is to help clients reach their goals in a way they are comfortable with through wealth management, financial and... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Tax Planning
Kyong Yu Peterson is licensed as a financial advisor and is based out of El Paso, TX. Peterson works for Raymond James & Associates and has successfully completed the Series... show more
Selina H. Uranga is licensed as a financial advisor and is based out of El Paso, TX. Uranga works for Raymond James Financial and has successfully completed the Series 3,... show more
Specialties: Comprehensive Financial Planning
