Phillip Valadez
Phillip Valadez WMS Senior Vice President, Investments

Phillip’s mission is to provide every client with targeted, comprehensive financial advice and portfolio – delivered with the highest level of personal service and professional integrity. He is a committed team member who always seeks the best for the clients, who rely on the practice for comprehensive financial guidance.

Having served as a financial advisor to both individual and institutional investors, Phillip began his career in 1994. Prior to joining Raymond James, he was associated with Wells Fargo Advisors, and its predecessors, since 1998. In March 2018, Phillip, along with his partners, formed Cantera Capital Partners of Raymond James. He is a graduate of Angelo State University and holds Series 7, 63 and 65 securities licenses.

Away from the office, Phillip enjoys barbecue, traveling and playing tennis with his wife, Monica, and their two sons. He is active with San Antonio Christian School, American Cancer Society, YMCA, Warrior and Family Support Center at Fort Sam Houston, Watch D.O.G.S., MDA, San Antonio Food Bank, Toys 4 Tots, Christmas en EL Barrio and the Salvation Army. Phillip also serves as a deacon at The Fellowship of San Antonio.

Raymond James is not affiliated with the above organizations.