Skip to content
envelope
  • T: 727.567.1000
  • F: 866.597.3988
Feel free to reach out.
  • Home
  • Our Transition
  • Our Team
    • Our Team
    • Brian Turpen
    • Kristin Frazier
    • Chris Alvarez
    • Chris Reilly
    • Why Work With a CFP
    • About First Community Credit Union
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Retirees
    • Sudden Wealth
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • , P: 281.856.5644
  • Alief
    3200 South Dairy Ashford Houston, TX 77082
    Map and Directions Map and Directions
  • Champions
    10300 Louetta, Suite 100 Houston, TX 77070
    Map and Directions Map and Directions
  • Cinco Ranch
    23120 Cinco Ranch Boulevard Katy, TX 77494
    Map and Directions Map and Directions
  • Copperfield
    15260 FM 529 Houston, TX 77095
  • Morton Ranch
    2811 West Grand Parkway North, Suite 110 Katy, TX 77449
    Map and Directions Map and Directions
  • Spring Branch
    9100 Westview Houston, TX 77055
    Map and Directions Map and Directions
  • 99N
    7210 North Grand Parkway, Suite A Spring, TX 77373
    Map and Directions Map and Directions
  • Sugar Land
    3400 Highway 6 South Sugar Land, TX 77478
    Map and Directions Map and Directions
  • Tomball
    28850 Tomball Parkway Tomball, TX 77375 T: 281.856.5644
    Map and Directions Map and Directions
First Community Wealth AdvisorsFirst Community Wealth Advisors

Invested in driving next-level results

Invested in driving next-level results

No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada and Europe within nine growth-oriented industry practices to serve you.

In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success.

  • Full-Service Expertise

    You can expect strength and support from one of the largest diversified financial services firms with market-leading investment banking. With a personal approach and international access, we bring together strategic plans from industry renowned teams that provide proficiency and quality service to those who matter most – clients like you.

    • Mergers & Acquisitions
    • Equity & Debt Capital Markets
    • Private Capital Advisory
    • Capital Structure Advisory
    • European Advisory
  • Industries of Focus

    Our deals speak for themselves. In the past few years, they’ve been respected and thought of as highly specialized in their industries. This thoughtful and deep approach has helped us become one of the leading full-service investment banking firms in the U.S. catering to middle-market growth companies.

    • Consumer & Retail
    • Convenience Store & Fuel Products Distribution
    • Diversified Industrials
    • Energy
    • Financial Services
    • Healthcare
    • Real Estate
    • Sustainability & Renewable Energy
    • Technology & Services
  • Coverage Areas

    With high-level attention on every transaction, we help consistently provide you with compelling ideas, investment opportunities and creative solutions through industry insight, execution expertise and dedication to the middle market.

    • Financial sponsor coverage – Private equity and venture capital firms, family offices and pension funds turn to us to deliver the full benefits of the Alex. Brown platform. Look to our team for quality deal flow and an unwavering focus.
    • Professional partners – Our partnerships go far beyond the deal, since strong relationships form the foundation of our team. We focus on cultivating business opportunities through strong ties with attorneys, accountants and consultants, providing each partner with investment banking advice designed for their clients’ long-term success.

    Past performance does not guarantee future results.

related resources

Managing cash, the essential fuel of your business

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.

Business Ownership
Mentoring: The 15-Minute Game Changer

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.

Business Ownership
6 Ideas for Building a Lasting Career Legacy

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.

Business Ownership
Don't let a natural disaster derail your business

Don't let a natural disaster derail your business

A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?

Business Ownership
First Community Credit Union
envelope
  • 281.856.5644
First Community Wealth AdvisorsFirst Community Wealth Advisors
  • Alief 3200 South Dairy Ashford Houston, TX 77082
  • Map & Directions
  • Map & Directions
  • Champions 10300 Louetta, Suite 100 Houston, TX 77070
  • Map & Directions
  • Map & Directions
  • Cinco Ranch 23120 Cinco Ranch Boulevard Katy, TX 77494
  • Map & Directions
  • Map & Directions
  • Copperfield 15260 FM 529 Houston, TX 77095
  • Morton Ranch 2811 West Grand Parkway North, Suite 110 Katy, TX 77449
  • Map & Directions
  • Map & Directions
  • Spring Branch 9100 Westview Houston, TX 77055
  • Map & Directions
  • Map & Directions
  • 99N 7210 North Grand Parkway, Suite A Spring, TX 77373
  • Map & Directions
  • Map & Directions
  • Sugar Land 3400 Highway 6 South Sugar Land, TX 77478
  • Map & Directions
  • Map & Directions
  • Tomball 28850 Tomball Parkway Tomball, TX 77375
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Community Credit Union and First Community Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use