Basic Information
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Company
First Community Wealth Advisors at Raymond James -
Phone
281-856-5644 -
Email
Brandy.Ariza@raymondjames.com -
Mobile phone
713-855-8715-- best -
Website
https://fccu.org/wealth-advisors -
Describe How You Would Like To Be Introduced Via Email
I'd like to you introduce you to Brandy Ariza. She is a CFP and Financial Advisor with Raymond James. She works with cleints -
What is your "why"? Why do you do what you do?
I love what I do. I help my clients "sleep" at night. By creating and maintaining meaningful relationships, I provide each client with expert personalized
solutions and valuable continual guidance, to help give them confidence as we navigate life's ever changing needs and landscape, alongside today's uncertain markets together. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) With our new president, tariffs, rising inflation and markets at an all time high, it seems everyone's worried about their money. What is your biggest concern with your portfolio?
2) A (divorce, loss of job, new job, marriage, death of loved one, caring for parent, child, inheritance) is a major life changing event. You need to talk to my Financial Planner. She'll work with you and help create a solution for you now and into the future.
3) A lot can happen in the market in 3 months. You really should meet with my Financial Planner now. Imagine how much better you'll be able to sleep at my night. -
Unique Selling Proposition
Raymond James' entire business model is based on the importance of the Client / Advisor relationship. They do not offer any self-directed accounts. Rather, they offer their advisors the backing and support of the entire firm giving access to countless industry experts and portfolio managers, allowing me to be the best at my job. We are a full service firm and offer all types of products.
Concerned about running out of money before you die? She offer solutions that provide a guaranteed pension life income for life, that you can't outlive.
Some of the solutions I offer provide protection against some market losses while others protect against all losses in the market. -
About me
I have been a Financial Advisor for over 20+ years and have a Series 7, Series 63 and Texas Insurance License. I am also a Certified Financial Planner, CFP, which I earned through Rice University in 2013. I always had a passion in helping others. In my first career I was a Registered Nurse. Then in 2000, I was given the opportunity to work with my father, a well respected Financial Advisor. It was then that I transitioned from being a Patient Advocate to a Client Advocate. For 15 years I worked under his tutlege and partnership, learning from the very best in the industry. We had a 10 year successful practice in Denver and then in 2010 we together moved to Houston to start a credit union investment program.
Together my husband and I share 6 children. We have two grown sons, 3 daughters attending universities in Texas and Illinois, and a son in middle school.
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Profession
Wealth Management and Financial Planning -
Title
Wealth Advisor and Certified Financial Planner (CFP) -
Hobbies and interest
Flower gardening and plumerias
Passion for learning, health sciences
Education
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College / University
University of Utah, BS and Rice unviersity, CFP -
Graduation Year
1999 and 2013