STREAMLINING SOLUTIONS

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STREAMLINING SOLUTIONS

RAYMOND JAMES HELPS CLIENTS FIND LIFELONG FINANCIAL SECURITY

Whether you are interested in leaving a legacy for the next generation, planning your retirement, or seeking advice for your business, financial planning is a specialty that a select few are able to provide with competence. At 1845 Capital of Raymond James, financial planning is what attracts clients, but it’s the relationships made in the process that retain them through generations.

1845 Capital of Raymond James is a partnership team built by CERTIFIED FINANCIAL PLANNER™ professionals, Bill Martin and Mark Southwell, neither of whom are strangers to the realm of the financial industry. Martin is a product of the Rio Grande Valley, a graduate of Texas A&M University in College Station who earned his degree in business administration with a focus in marketing. Southwell hails from the Houston area and attended the University of Houston, where he earned a bachelor’s degree in business. Both Martin and Southwell were raised in families that provided financial services to clients at AG Edwards.

After starting their careers and moving back to the valley in the late 1990s to join AG Edwards in McAllen, Martin and Southwell grew as friends and business associates. At Edwards, they developed the skills that would later become the basis for their eventual financial planning partnership. “It was here that the importance of long-term client relationships was made clear,” explains Martin. After 10 years together at A.G. Edwards, the company was bought by Wachovia Bank. Shortly thereafter, the pair made the decision to open the first Morgan Stanley office in the RGV and continued their practice for an additional eight-and-a-half years. It was around this time they realized a change was needed. “We were looking for a firm that valued the client first and offered a platform with a depth of resources to serve their needs,” says Martin.

“What we provide is the opportunity to cut through the abundance of information and misinformation and give [clients] what they need in terms of advice.”

– Bill Martin

On June 17, 2016, Martin and Southwell opened their branch of 1845 Capital of Raymond James at 7001 North 10th St. in McAllen. Together with their assistant, Thelma Vela, Raymond James & Associates (RJA) provides bilingual financial services to the South Texas community in addition to servicing clients in more than a dozen other states.

The 1845 Capital of Raymond James currently services more than 100 multi-generational families, business owners and professionals with the purpose of defining individual financial goals, providing financial roadmaps, and ultimately implementing and reviewing those goals regularly to best benefit their clients. “What we provide is the opportunity to cut through the abundance of information and misinformation to give clients the relevant advice for their specific needs and manage their wealth to their goals,” says Martin.

As far as building a financial advisory business and establishing their practice, Martin says it was no easy task. ”You have to be trustworthy, competent, and establish relationships in the community over time in order to grow in this business. There are no shortcuts to success.”

Currently, the permanent Raymond James office is being planned for six financial advisors and three associates. “That should be about the right size for our area. The challenge is to grow without losing the culture that made your office special.” After all these years and so many changes in the industry, Martins explains, “We are pleased to find a firm in Raymond James that is committed to the client, remaining independent and the wealth management business.”

For more information about 1845 Capitol of Raymond James, please visit www.1845capitalrj.com or call (956) 331-2777.

Raymond James & Associates, Inc. member New York Stock Exchange/SIPC

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,

CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.