3 Best Financial Services in Odessa, TX

Here’s The Deal:
Stephen Wilson is a Financial Advisor at Raymond James Financial Services, Inc. in Odessa, Texas. With over 30 years of experience in financial services, including earning the Life Underwriting Training Council Fellow designation, he brings extensive expertise to his role. While at Smith Barney, he served as Guided Portfolio Manager and Second Vice President of Wealth Management. Stephen Wilson holds numerous securities licenses, including Series 3, 6, 63, 65, 7, 9, 10, and Group 1. He completed his BS in Chemistry from the University of Texas Permian Basin and pursued graduate work at the University of Houston in Business/Finance. Raymond James Financial Services, Inc. is home to approximately 3600 independent advisors across the nation who specialize in providing tailored solutions for individual financial needs. The team at Raymond James Financial Services, Inc. is characterized not only by their extensive experience but also by their disciplined planning, attentive insight, and analytical capabilities. They strive to serve as your trusted financial partner, helping you make informed decisions and ensuring that every financial matter is thoroughly addressed.

Here’s The Deal:
Teresa L. Floyd has enjoyed a successful tenure as a financial advisor at Edward Jones, utilizing her expertise to assist clients effectively. As an Edward Jones financial advisor, she emphasizes the importance of understanding your unique journey before investing your money. Working closely with your CPA, attorney, and other professionals, she can help you determine the most appropriate financial strategy for you and your family. Teresa L. Floyd is also accepting new clients and serving clients for $250,000. Her branch office administrator, Hilda Munoz, is committed to providing you with the highest level of service. Please feel free to reach out to her with any questions concerning your statement, stock certificates, or your account in general. With the support of thousands of people and advanced technology, Edward Jones is dedicated to helping you achieve your long-term financial goals.

Here’s The Deal:
Clayton Dennis is one of the leading financial consultants at Primerica in Odessa, Texas. He chose to become a Primerica Financial Representative to assist his neighbors, the residents of Odessa, and the surrounding communities in achieving their financial and life goals through personalized investment strategies. His highest priority is to create value and peace of mind for his clients. Primerica Financial Services offers a complimentary and confidential Financial Needs Analysis (FNA) to help clients understand their financial situation and provide customized solutions to achieve their financial goals. Whether you are interested in financial services, investment services, or term life insurance, the team at Primerica can assist you in finding financial solutions that meet your needs.