texas Date: 09-25-2025

Top 7 Financial Advisors in Alice, TX

Financial AdvisorAddress
1Edward Jones - Financial Advisor: Dennis D Whitley, AAMS®1903 E Main St, Alice, TX 78332
2Laura Lisa Valls: Primerica - Financial Services1100 S Reynolds St, Alice, TX 78332
3Traci Despain: Primerica - Financial Services2204 N U.S. Hwy 281, Alice, TX 78332
4Olivarez & Associates - Ameriprise Financial Services, LLC604 E 2nd St, Alice, TX 78332
5Larry Olivarez - Private Wealth Advisor, Ameriprise Financial Services, LLC604 E 2nd St, Alice, TX 78332
6Edward Jones - Financial Advisor: Katrina Morris, CFP®|AAMS®|CRPC™700 E 2nd St, Alice, TX 78332
7Edward Jones - Financial Advisor: Debra W Brooks, CFP®1629 E Main St Suite A, Alice, TX 78332

1.Edward Jones - Financial Advisor: Dennis D Whitley, AAMS®

Address: 1903 E Main St, Alice, TX 78332

(3) user ratings total:

Kurt Rose Dennis is an enjoyable person who gives very helpful financial guidance based on your specific situation. I have looked to Dennis for advice and guidance for many years and I have been very pleased with the high returns I have received at a risk level I am comfortable with. He is always happy to answer my questions when I am trying to understand my options. His team is very helpful when I need to make transactions or changes.
5 /5

2.Laura Lisa Valls: Primerica - Financial Services

Address: 1100 S Reynolds St, Alice, TX 78332

(10) user ratings total:

Adrienne Furlow I can now confidently say I have a clear understanding about the difference in whole and term life insurance and because of that I made a decision with clarity for me and my children’s policies. Mr. Valls was very patient, professional, and informative.
5 /5

3.Traci Despain: Primerica - Financial Services

Address: 2204 N U.S. Hwy 281, Alice, TX 78332

(1) user ratings total:

Matthew Hefti Traci Rannefeld was a huge help to me. She answered all my questions, was smooth, fast, worked hard to make everything convenient for me, and was all-around a great person to meet and work with to take care of important life and financial issues. She was kind and patient. I recommend her as a person to help anyone looking to take care of their insurance and financial planning needs.
5 /5

4.Olivarez & Associates - Ameriprise Financial Services, LLC

Address: 604 E 2nd St, Alice, TX 78332

5.Larry Olivarez - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 604 E 2nd St, Alice, TX 78332

6.Edward Jones - Financial Advisor: Katrina Morris, CFP®|AAMS®|CRPC™

Address: 700 E 2nd St, Alice, TX 78332

7.Edward Jones - Financial Advisor: Debra W Brooks, CFP®

Address: 1629 E Main St Suite A, Alice, TX 78332