I have been proudly serving as financial advisor for Edward Jones in Brownsville, TX since June 2006.
I earned a Bachelor of Science degree in economics from Texas A&M University in 2006.
I offer personalized financial services tailored to clients' specific needs that include but are not limited to retirement planning, business retirement plans, insurance needs and college planning.
My wife, Karina, and I are the proud parents of our twins, Sebastian and Gianna. In my off time, I enjoy outdoor hobbies like hunting, fishing, golfing and BBQ.
I am active in our community:
- Member in the Rotary Club of Brownsville since 2015
- Graduate of Leadership Brownsville in 2014
- Former Vice Chairman for Planning and Zoning Commission for the City of Brownsville
My Sr. Branch Office Administrator, Sandra, has been part of my branch team since September 2015. Sandra brings extensive experience and talent to my office from working 25 years in various capacities at The University of Texas Rio Grande Valley, where she also cultivated and still maintains long-term professional relationships.
As a team, we strive to provide top of the line customer service to all our clients and pledge to meet their various ongoing and future goals and needs.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Fishing
- Hunting
- Cooking
- Traveling
Personal Interests
- Spending Time with Family
- Fishing
- Hunting
- Cooking
- Traveling
Office Information
Phone Number
Joe De La Garza at (956) 574-8281Branch Team
- Sandra Truan
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Sandra Truan
- Sr. Branch Office Administrator
Branch Team
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