• Bill Martin, CFP®

    Vice President, Investments

Bill Martin was born in Brownsville and split time between San Antonio and the Rio Grande Valley as a youth. After graduating with a business degree from Texas A&M in College Station he soon returned to the Valley. He has worked as a financial advisor with three prominent investment firms: AG Edwards(1997 - 2008), Morgan Stanley (2008 2016) and Raymond James (2016 to present). Raised by two financial advisors, John & Audrey Martin, it could be said that his career choice came naturally.

Bill has advised business owners, endowments, professionals, retirees and their families in wealth management, retirement, estate and business exit planning. As a both a CERTIFIED FINANCIAL PLANNER and CERTIFIED PRIVATE WEALTH ADVISOR® professional, Bill works closely with his clients to help build wealth and leave lasting legacies for the next generation and community.

Bill recently concluded 14 years of service on IDEA Public School Board, as the organization grew from approximately 1000 students to almost 60,000 students, operating across Texas & Louisiana with an annual budget greater than a billion dollars. He proudly served as president of McAllen North Rotary and stays involved with the Valley Land Fund and Valley Symphony Orchestra, as both supporter and managing endowments. Currently, Bill sits on the Board of Trustees of the Museum of South Texas History.

Bill and his wife, Margie, have six children, three boys and three girls - a modern day Brady Bunch! Together they worship and serve their community through First United Methodist Church in McAllen.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.