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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Woodforest Wealth/Raymond James - Financial Advisor: Pam Tipton

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Montgomery, TX
Woodforest Wealth/Raymond James - Financial Advisor: Pam Tipton

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I believe that your financial health is something to embrace and have the right team beside you Our four grandchildren keep us very busy. Welcome to our family.

I believe that your financial health is something to embrace and with the right team beside you - those dreams can become reality. Our mission is to help clients build a solid framework for making informed decisions relating the their financial needs. We begin by identifying what is truly most important to you and then build a plan to achieve those goals. Using an established process allows us to ensure our clients understand what is required in order to achieve their financial goals. From preparing for retirement, living in retirement, preparing for the unexpected and education savings, we provide the solutions to help our clients succeed. We will then partner together over the long term to ensure they stay on track. When I'm not in the office my husband and I are spending most of our time with our three daughters and their families. When we have extra time we can usually be found on the golf course. We are the home to all of your financial needs. Our commitment to excellent service is provided to you through loyalty and a trusting environment. Securities offered through Raymond James Financial Services, Inc., member
FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other
government agency, are not deposits or obligations of the bank, are not
guaranteed by the bank, and are subject to risks, including the possible loss of
principal. Woodforest Wealth and Woodforest Bank are not registered
broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services
Advisors, Inc. Please follow this link to Important Disclosure Information:
http://raymondjames.com/smicd.htm

11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

10/15/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

raymondjames.com

10/03/2026

We would love to see you at Woodforest Wealth Community Scoop Day!!!

10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

09/23/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

09/22/2026

Equity futures point to a slightly higher opening after recovering from overnight losses, looking to build on the major averages rally behind renewed strength in AI, semiconductor stocks, oil prices and Treasury yields.

Read more in Morning Brew.

amazonaws.com

09/14/2026

09/01/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

Address

Montgomery, TX

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+19365824142

Website

https://woodforestwealth.com/

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