Finance & Investing Announces Financial Advisors of San Antonio for 2022

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Finance and Investing is pleased to announce our Financial Advisors of San Antonio for 2022

Finance and Investing is pleased to announce our Financial Advisors of San Antonio for 2022. These advisors work closely with their clients to create personalized plans for the future, whether that is retirement savings, children’s education, or starting a business. These individuals are trusted names in money management in the San Antonio area for a reason: their experience, education, and care for their clients have set them apart in this highly competitive field. Despite the different specialties of this year’s advisors, each one has shown a dedication to their client’s financial wellbeing. Their work has allowed countless families and individuals in the San Antonio area to plan for the biggest transitions in their life.

Included in this list is David Wallace, Senior Vice President and Financial Advisor with CAPTRUST, who spent 25 years in banking, including private trust and estate planning. Also recognized is Rob Levin, Manager and Financial Advisor with USAA, whose 20 years in the Air Force motivated him to help every one of his clients. Awardees such as Yvonne Martinez demonstrate the importance of financial experience in the education sector, as her work with Hallmark University allows her to provide information and advice on student financial aid and education costs.

Please join us in celebrating the Financial Advisors for the San Antonio Area.

Jaime Gutierrez (Citi), Walter Tramontin (Morgan Stanley), Luis Testas (Merrill Lynch Wealth Management), Jared Rawson (Charles Schwab), Steven Mitchell (Morgan Stanley), Doug Sehres (Ameriprise Financial Services), Scott Glover (Wells Fargo Advisors), Collin Fabac (Frost), Kameron Wood (Morgan Stanley), David Stevens (Texas Capital Bank Private Wealth Advisors), Dale Tucker (UBS), Cassy Gonzales (J.P. Morgan Securities), Rob Levin (USAA), Roberto Espinosa (Northwestern Mutual), Julius Hill (WestPac Wealth), Claudia Hinojosa (Truist Wealth), David Wallace (CAPTRUST), Charles Hoffman (Rockefeller Capital Management), Ruben Ruiz (Money Concepts), Bob Wells (Victory Capital), Yvonne Martinez (Hallmark University), Tom Stringfellow (Argent Financial Group), Benjamin Westney (Pensionmark Financial Group), Fred Steubing (Capital Strategies, a MassMutual firm), Bryan Kaarlsen (Peak Brokerage Services).

To view the full list, visit

About Finance & Investing
Finance & Investing is a comprehensive source for research and information, business news, and corporate actions related to investment banking, wealth management, and the public and private markets. The firm is run by a seasoned team of editors, writers and media professionals highly knowledgeable on finance and investing and the various firms and executives that make up the sector. Finance & Investing and its affiliates circulate its content to over 38,000 individuals and businesses.

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