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portrait of Raymond Rogers
FINANCIAL ADVISOR

Raymond Rogers

CFP®, ChFC®, RICP®
2129 W Davis St Suite B, Conroe, TX 77304opens in a new window
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About Raymond

We strive to help our clients find a balance between planning for tomorrow, while still living for today.

Who We Serve Best:
- Young Families
- Those in or near Retirement
- Multi-generational Planning

Our Why:
We partner for positive impact, to improve the lives of our clients and our community. We hope to build a relationship with our clients that will last through generations. Every financial decision can have a profound effect on somebody's ability to meet their financial goals. We believe our years of experience, education and personal and professional development will allow us to provide prudent financial advice that will help allow our...

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Wealth Strategies

Work History

  • Edward JonesMay 2014 to Current
  • US Army ReservesDecember 2013 to December 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

Education

  • College for Financial PlanningCertificate
  • Sam Houston State UniversityBachelor of Business Admin

Personal Interests

  • Personal Fitness
  • History and Museums
  • Baseball
  • Golfing

Team Members

  • Cheyenne Davis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(936) 539-0535

Fax

(855) 592-4386

Office Address

2129 W Davis St Suite B
Conroe, TX 77304opens in a new window

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