Mission Statement

Nestled in the Texas Hill Country and only 40 miles north of downtown San Antonio, the Boerne Branch is not an office of individual advisors but a team of specialists focused on meeting the investment and management needs of our clients.

This team approach has set the standard for managing the financial aspects of high net worth clients in addition to our specialized approach for managing all degrees of wealth. Our staff is dedicated in their mission of providing excellent support to our advisors and Service 1st to our clients.

As part of the San Antonio complex, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.

We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Financial Advisor Services
124 E Bandera Rd
Suite 202
Boerne, TX 78006
Phone: 830-331-9252
Fax: 830-331-9258
Toll-Free: 877-390-3793
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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