Juan takes great pride in serving the financial needs of individuals, professionals, business owners and their families. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. Juan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Juan began his career in financial services in 2007 and previously spent 15 years with J.P. Morgan Chase. Through the years, he’s held roles in personal banking, business banking, lending, and private wealth advisory services. Today, Juan’s team at Muñoz Wealth Management of Raymond James harnesses extensive resources including specialists in private wealth, financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding, insurance, banking & lending, institutional fiduciary services, investment banking, and more. With the support of these experienced professionals, Juan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Juan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals. In order to best serve his business owners and their families, Juan has obtained the Certified Exit Planning Advisor® designation.
A native Texan, Juan is active in various communities in and around Dallas, Fort Worth, & Houston. Giving back to the community is not just a passion, it’s instrumental. He currently serves on the board of The Concilio, and actively sits on two committees for St. Jude Children’s Research Hospital. He’s served as a Municipal Advisory Committee Board Member, and is highly involved with other boards, committees, and organizations in the community. He and his family have had the pleasure of volunteering at Children’s Medical Center, helping reconstruct homes with Habitat for Humanity and the Jimmy & Rosalynn Carter Work Project, teamed up to beat rare cancers with the Cycle for Survival races, competed in several 5Ks, 10Ks and half marathons in many cities, and enjoyed organizing and participating in galas, golf tournaments, blood drives, toy drives and several other activities & ceremonies. Away from the office, Juan enjoys spending time with his wife, Elena, their two daughters, Natalia and Sophia, and their son, John. Together, they enjoy cooking, traveling and a wide array of outdoor activities.
Raymond James is not affiliated with the above organizations and/or charitable causes.