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Raymond A. Rodríguez

Raymond has over 40 years of experience in the investment industry. He has worked in research and portfolio management, as well as financial and estate planning. He manages all compliance issues for the firm.

Raymond started in the financial services industry in 1973. He has worked with Merrill Lynch, Prudential Securities, and Raymond James & Associates both as an advisor and as manager of various firm offices. He also founded and operated his own investment firm – Private Group Wealth Management – for over 12 years.

Raymond graduated from St. Mary’s University in San Antonio with degrees in history, Spanish, and philosophy. He later attended the Graduate School of Urban Studies at Trinity University under a Brackenridge Fellowship.

Raymond has been active on community cultural boards, as advisory board member to financial institutions, and as an expert in securities litigation matters.

Raymond is bilingual – English and Spanish.


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