As a husband and a father of four, helping my family reach their goals is my number one passion. As a financial advisor, that passion carries over to helping my clients reach their financial goals. In both aspects, we are changing each other's lives.
I became a financial advisor to help people understand investing. I believe that in a world where everything is so fast paced, the one place you should slow down and take note is in your future and how you can reach your goals. With every client interaction, I look to add clarity to where and how your money works for you. Spending nearly two decades at Tailor Brands, parent company to Men's Wearhouse, I assisted my clients with their wardrobe choices for some of their most important life moments. I learned that in order to help them, I needed to understand them first. Now at Edward Jones, we do not talk investments before first understanding your needs and long-term goals. As a Texas State University alumnus, I enjoy meeting others that share my Alma Mater and have a passion for improving our community. As an artist, I look to make my mark on the world by sharing my talent with my family and friends.
My client focus is; establishing retirement savings, retirement planning, protecting your goals and developing long-lasting relationships. Are you interested in seeing how our established process can help you save for education, retirement or that dream lake house? Call my office or email me so that we can begin to understand your ultimate goals and put a plan in writing to help accomplish them, because, a goal without a plan is just a wish.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Hispanic Family Finances
- Insurance & Annuities
- College Savings
- New Investors
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Home Improvement
- Camping
- Drawing
Office Information
Office Address
1300 Dacy Ln Ste 210Kyle, TX 78640 opens in a new window
Phone Number
Julio Campos at (512) 504-9984- Jana Morales
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Jana Morales
- Sr. Branch Office Administrator
Branch Team
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