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About Us
Case Gatlin
Wealth Management Specialist; Trust Specialist
Sr Vice President, Investments
For over a decade, Case Gatlin has strived to help his clients enhance their lifestyles, benefit their families and achieve their financial independence. Case specializes in retirement and education planning, wealth management and estate planning. Since joining Raymond James & Associates in 2001 Case has continuously achieved memberships in the Firm’s prestigious President’s Club and Chairman’s Council*.
Before opening the Boerne branch in October 2006, Lindsey had been associated with the San Antonio branch of Raymond James & Associates, Inc since 2000. For more than twenty five years he has helped his clients in the San Antonio, Texas hill country and West Texas areas achieve their financial independence. Born in San Angelo, Texas, Lindsey spent his early years on his family’s ranch enjoying amateur roping on various rodeo circuits. He holds a Bachelor's degree in Business Administration from SMU. Lindsey and his wife Carlynn have resided in the Boerne area since 1989. For several years Lindsey has been active with the Kendall County Junior 4H Club, the Boerne Education Foundation, the Youth Horse Club of the Hill Country as well as various Boerne athletic associations. Will Lehr Since graduating college in 2002 Will has been involved in many aspects of personal wealth management ranging from resort real estate to strategic debt elimination. Will’s passion for macro-economics brings a unique perspective to the team of Gatlin & Hicks Wealth Management Group of Raymond James. A native of South Carolina, Will came to the Lone Star State by his wife Erika, a native Texan. Will and Erika are new parents to a son Samuel and they reside in the Boerne-San Antonio area. Will holds Bachelor’s degrees in International Business and Spanish and he lived and studied abroad.
Ellen has over fourteen years in the financial services industry. She joined the Boerne office of Raymond James and Associates, Inc. in 2008 after relocating from Del Rio Texas. Ellen is a native of Del Rio, Texas and holds a bachelors degree in Business Administration from Angelo State University. She and her husband Ben are members of St. Thomas Episcopal Church in San Antonio and have two grown children, Kristi, who attends Texas A&M University and Michael, who is a member of the United States Navy. About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. |
124 E Bandera Rd
Suite 202
Boerne, TX 78006
Phone: 830-331-9252
Fax: 830-331-9258
Toll-Free: 877-390-3793
Contact Us
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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. © 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement |
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