Garry Martin has more than 30 years of experience in financial and retirement planning and is a branch manager with Raymond James Financial Services. He delivers top-quality, unbiased advice, and develops personalized investment portfolios, as well as retirement and estate plans. His primary objective is to tame the complexity of his client’s financial affairs, so they can relax and enjoy life without having to spend their free time researching investments, learning ERISA rules or studying tax codes.
Garry graduated from Texas A&M in 1979. He began his financial advisor career with Shearson American Express in 1985.
Licenses include Series 3, 7, 9, 10, 63, & 65 and Insurance licenses to provide Life Insurance, Fixed and Variable Annuities and Long Term Care Insurance.
To use my strong knowledge base and years of investment experience to assist my clients in maximizing their financial planning and managing their assets at every life stage; to deliver this service with integrity, honesty, professionalism, and a deep commitment to providing thoughtful individualized care. My Process
Account monitoring – Client accounts are systematically monitored for performance and individually assessed based on market events.
Reporting – Clients receive regular updates in the formats they prefer: through email, regular mail, and personal contact.
Reviewing – Each client and I meet to review the client's aims, changing needs, etc. Where some clients prefer to meet on a regular basis, others prefer to meet as life changes occur.
Easy access to me – not only as a financial advisor but also as a trusted friend - is a key component of my pledge to provide individualized client care. One of my greatest honors is a referral. I especially treasure those moments when the children, and in many cases the grandchildren, of longstanding clients begin their own relationships with me.
I graduated from Sam Houston State with a BBA and began my financial services career in 1985 as a Financial Advisor with Merrill Lynch. While there I began conducting investment seminars in Texas and beyond, an activity I am privileged to continue. In 2005 my partner and I opened an independent office as part of the Raymond James Financial Services network.
Throughout my career, I have worked to encourage the growth of fellow business women, most notably through my association with the Northwest Houston Business & Professional Women.
I am an active member of Trinity Lutheran Church in Klein, Texas, for 30 years.
"Woman of Excellence" award from Federation of Houston Professional Women Licenses
FINRA Series 7 General Securities Representative, Series 63 Uniform State Securities Agent , Series 65 Uniform Investment Advisor Representative
General Lines Life, Health, Accident, HMO Insurance, Fixed and Variable Annuities
Registered in Texas, Florida, Oregon, Virginia, Massachusetts and Missouri.
Ken has been providing Financial Planning and Investment Advisory services for individual clients and small businesses in the Houston area for over 10 years. Prior to joining Raymond James as a Certified Financial Planner ™ Practitioner in 2009, Ken was Second Vice President of Wealth Management for Smith Barney.
Ken provides the full spectrum of Financial Planning services including Investment Management, Cash Management, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, and implements, supports and advises on qualified plans for small businesses and self-employed individuals.
He is married to Mary Rooney, and they attend The Brook Church, and are active supporters of Young Life.
Licenses include Series 7, 63, 65 securities, and Series 31 Managed Futures. Licensed to provide Life Insurance, Long-Term Care Insurance, and Fixed and Variable Annuities, and registered in Texas, California, Florida, Montana, Pennsylvania and Missouri.
Vita Barrio is a Vice President – Financial Advisor and Certified Retirement Planning Specialist. Vita has been working in the financial services industry for over 18 years.
Vita’s mission is to provide quality strategies customized to your needs. Her goal is to be your primary source of financial advice. To this end, she will concentrate her efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Licenses: Series 7, 63 and 65
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 7,100 financial advisors
- More than 2.9 million client accounts
- Over 2,900 locations throughout the United States, Canada and overseas
- Approximately $617 billion in total client assets
- BBB1, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 12/31/2016
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.