An experienced professional, Donnie exemplifies his philosophy of providing sound advisory services to every client relationship through a consultative approach that addresses the client’s specific financial needs. He is very approachable and always ready to listen when clients have questions or concerns. Donnie also serves as the branch manager for the Sonterra Branch of Raymond James & Associates.
A graduate of Baylor University, Donnie has a master’s degree from Texas A&M University – Kingsville. He has earned the designation of CFP® professional and holds Series 7, 66 and 9/10 securities licenses.
Donnie began his career in 2000 as a financial advisor with PaineWebber, now UBS. He later joined Southwest Securities, Inc. In 2007, he joined Wells Fargo Advisors and along with John Nebens formed the Nebens Laurence Wealth Management Group of Wells Fargo Advisors. They later formed the Gatlin, Laurence, Nebens and Valadez Wealth Management Group of Wells Fargo Advisors. In March 2018, Donnie, along with his partners, formed Cantera Capital Partners of Raymond James.
Outside the office, Donnie is a board member for Respite Care of San Antonio, an active member of his church and volunteers his time for several local charities. Donnie and his wife, Jill, have four children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations.