Personalized planning for your financial goals
Our Story
Founded in 2015, Gunter Financial Services was formed as an independent practice with the goal of integrating professional financial planning and wealth management using a team-based approach. We chose to affiliate with Raymond James as they provided the ideal platform to launch a practice which would best serve clients through their culture of independence and integrity.
Our financial advisors have over 40 years of combined industry experience and our affiliation with Raymond James provides the resources of an industry-renowned company. This allows us to deliver the attentive and compassionate service our clients have come to expect.
Our advisory team, Matt Gunter, Francesca Gervascio-Franzen, and John Holmes Jr., each come from families with deep roots in the financial industry. Their shared experience and passion create a strong foundation for helping clients pursue their financial goals and confidently navigate their financial journeys.
Matt was named to the 2026 edition of the Forbes Best-in-State Wealth Advisors list, reflecting his commitment to excellence and client service.
Our administrative team, including Chris Labounty, Michaela Mejia, and Rachel Burgess, brings over 40 years of combined experience in financial services. They play a vital role in delivering a seamless, high-quality client experience.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Your goals become ours
