CG Wealth Management
With more than 70 years of combined investment management and financial planning experience, CG Wealth Management is committed to building long-lasting, trusting relationships with our clients. We believe trust is the bedrock of our client relationships.
Both Jess and David are CERTIFIED FINANCIAL PLANNER™ professionals; having met the CFP Board’s education, examination and experience requirements. We adhere to the highest standards of ethical conduct and complete biennial certification requirements, including continuing education.
Jess specializes in providing comprehensive wealth management and financial planning with a team approach, affording his clients a higher level of personalized service than what they may receive from a single advisor.
A graduate of the USAF Academy in Colorado Springs, Colorado, Jess earned a Bachelor of Science degree in International Affairs in 1966, and obtained his CERTIFIED FINANCIAL PLANNER™ professional certification in 1984 from the College for Financial Planning. Prior to joining Raymond James in 2003, for 28 years he held influential positions with several well-respected financial services firms in San Antonio, Texas.
Originally from Mobile, Alabama, Jess and his wife, Karen, raised their three daughters, Jennifer, Jill and Melissa, in San Antonio. They have four grandchildren, Jacob, Kristopher, Matthew and Kathleen. When away from the office, Jess enjoys reading, playing golf, and spending time with his family.
David specializes in wealth management, portfolio construction and long-term financial planning for individuals and businesses. After 20 years in the telecommunications industry (10 years in engineering and 10 years in finance), he transitioned from managing corporate assets and investments to financial and retirement planning for individuals. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Wealth Management Specialist and Chartered Mutual Fund Counselor.
David has a Bachelor of Science in Electronics Engineering Technology from DeVry Institute of Technology and earned his masters in finance from the University of Texas at Dallas.
Raised in Texas, David and his Wife, Donna, have three children, Brady, Carly and Laura Kate. David is an active member in his church and is involved with several men's groups He is also a board member of the San Antonio Chamber Music Society. His interests include reading, gardening and spending time with his family.
Susanne is a senior registered service associate with more than 30 years of experience in the financial services industry. Her primary responsibilities include managing documentation for client services, new accounts and transfers, paperwork for retirement plans, and resolving client information requests.
She started her career with Dean Witter Reynolds, Inc. in 1980 in Chicago Illinois until moving to San Antonio in 1998 where she worked with Morgan Stanley prior to joining the Raymond James team in 2000. Susanne has obtained the Series 7 and 63 licenses.
Susanne has two adult daughters, Joann and Jessica, and four grandchildren, Megan, Monica, Michael and Matthew. Her hobbies include cooking, gardening, fishing, traveling, spending time with her family and quilting.
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, as we celebrate our 50th anniversary, 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.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
By the numbers*
- Over 6,200 financial advisors
- 2.4 million client accounts
- Over 2,600 locations throughout the United States, Canada and overseas
- Approximately $401 billion in total client assets
- Approximately $43 billion managed by our subsidiary asset managers
It's been our privilege over these past 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 3/20/2013
1 Past performance is not indicative of future results.