Advisors at this firm
Raymundo C
CFA®, Series 63, Series 65
Houston, TX
GBM Wealth Management, Inc.
Raymundo Cobo Avila is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with GBM Wealth Management, Inc., where he has worked in various roles since 2016. His background includes positions at GBM International, Inc. and GBMSA Holdings, Inc. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.
Mariana C
Series 63, Series 65
Houston, TX
GBM Wealth Management, Inc.
Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining GBM Wealth Management, she worked for Lifestyles & Heritage Brands of Mexico for ten years. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management across various asset classes using fundamental, longer-term analysis and multiple model strategies.
Jose M
Series 63, Series 66
Houston, TX
GBM Wealth Management, Inc.
Jose Macouzet is a financial advisor at GBM Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the GBM group of companies since 2005. Outside of his advisory role, he is the owner of LUNIMAC, LLC and a passive equity owner in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel investments. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios across multiple asset classes, utilizing fundamental analysis and diverse model strategies for U.S. and non-U.S. clients.
Pamela R
Series 63, Series 66
The Woodlands, TX
GBM Wealth Management, Inc.
Pamela Reynoso is a financial advisor at GBM Wealth Management, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various GBM entities as well as Portfolio Investments, Inc. since 2016. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and strategies.
Desiree M
Series 63, Series 65
Houston, TX
GBM Wealth Management, Inc.
Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GBM Wealth Management, she worked for Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and constructs tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.
Gonzalo U
Series 66
Houston, TX
GBM Wealth Management, Inc.
Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at GBM International, GBM Mexico, Cargamos, Nazca, and held academic positions at Anahuac University, Ibero University, and Instituto Cumbres. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets across tailored portfolios using fundamental, longer-term analysis and multiple model strategies, supporting both U.S. and non-U.S. clients.
Rosa F
Series 63, Series 65
Houston, TX
GBM Wealth Management, Inc.
Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Grupo Financiero Banorte, Intercam Casa De Bolsa, and Banco Santander. GBM Wealth Management, Inc. provides continuous investment advice and portfolio management to individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm offers tailored portfolios using fundamental, longer-term analysis across various asset classes and model strategies, serving both U.S. and non-U.S. residents.
Mayra R
Series 66
Houston, TX
GBM Wealth Management, Inc.
Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. She has worked at Monex Asset Management, Inc. and Monex Securities, Inc., and has a background that includes roles at GBM International, Inc. and Black Door Staging LLC. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets, offering customized portfolios across various asset classes with both discretionary and non-discretionary management options.
Pedro G
Series 63, Series 65
Houston, TX
GBM Wealth Management, Inc.
Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Mediterranean International Group, Ltd. and teaching positions at the University of Houston and The Woodlands High School. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management using fundamental, long-term analysis across a variety of investment models.