JUAN MUÑOZ

Juan takes great pride in serving the financial needs of individuals, professionals, business owners and their families. He endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process accounts for your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Based on what he learns about you and your goals and an analysis of the current financial markets, Juan designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Juan puts it into action. For advisory clients, he will review the progress of your plan relative to your defined objectives and suggest any changes where needed.

Juan began his career in financial services in 2007 and previously spent 15 years with J.P. Morgan Chase. Through the years, he’s held roles in personal banking, business banking, lending, and private wealth advisory services. Today, Juan’s team at Muñoz Wealth Management of Raymond James harnesses extensive resources including specialists in private wealth, financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding, insurance, banking & lending, institutional fiduciary services, investment banking, and more. With the support of these experienced professionals, Juan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Juan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

A native Texan, Juan is active in various communities in and around Dallas, Fort Worth, & Houston. Giving back to the community is not just a passion, it’s instrumental. He currently serves on the board of The Concilio, providing resources and know-how to families so they can build a better life for themselves and their children. Juan actively sits on two committees for St. Jude Children’s Research Hospital. He’s served as a Municipal Advisory Committee Board Member, and is highly involved with other boards, committees, and organizations in the community. He and his family have had the pleasure of volunteering at Children’s Medical Center, helping reconstruct homes with Habitat for Humanity and the Jimmy & Rosalynn Carter Work Project, teamed up to beat rare cancers with the Cycle for Survival races, competed in several 5Ks, 10Ks and half marathons in many cities, and enjoyed organizing and participating in galas, golf tournaments, blood drives, toy drives and several other activities & ceremonies. Away from the office, Juan enjoys spending time with his wife, Elena, their two daughters, Natalia and Sophia, and their son, John. Together, they enjoy cooking, traveling and a wide array of outdoor activities.

Juan takes great pride in serving the financial needs of individuals, professionals, business owners and their families. He endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process accounts for your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Based on what he learns about you and your goals and an analysis of the current financial markets, Juan designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Juan puts it into action. For advisory clients, he will review the progress of your plan relative to your defined objectives and suggest any changes where needed.

Juan began his career in financial services in 2007 and previously spent 15 years with J.P. Morgan Chase. Through the years, he’s held roles in personal banking, business banking, lending, and private wealth advisory services. Today, Juan’s team at Muñoz Wealth Management of Raymond James harnesses extensive resources including specialists in private wealth, financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding, insurance, banking & lending, institutional fiduciary services, investment banking, and more. With the support of these experienced professionals, Juan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Juan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

A native Texan, Juan is active in various communities in and around Dallas, Fort Worth, & Houston. Giving back to the community is not just a passion, it’s instrumental. He currently serves on the board of The Concilio, providing resources and know-how to families so they can build a better life for themselves and their children. Juan actively sits on two committees for St. Jude Children’s Research Hospital. He’s served as a Municipal Advisory Committee Board Member, and is highly involved with other boards, committees, and organizations in the community. He and his family have had the pleasure of volunteering at Children’s Medical Center, helping reconstruct homes with Habitat for Humanity and the Jimmy & Rosalynn Carter Work Project, teamed up to beat rare cancers with the Cycle for Survival races, competed in several 5Ks, 10Ks and half marathons in many cities, and enjoyed organizing and participating in galas, golf tournaments, blood drives, toy drives and several other activities & ceremonies. Away from the office, Juan enjoys spending time with his wife, Elena, their two daughters, Natalia and Sophia, and their son, John. Together, they enjoy cooking, traveling and a wide array of outdoor activities.