Offering investments and services to help manage your assets, preserve your wealth and build your legacy.
Our professionals at LegacyTexas Investment Group, through Raymond James Financial Services, can help you prepare strategies for your business, preparing for your children’s college education, or living out the retirement of your dreams.1
Investments and Services for Your Needs
- Comprehensive wealth management
- Independent and objective advice
- Risk-management and tax-savings strategies2
Meet Our Experienced Investments Team
SVP, LegacyTexas Investments
Jamie Richardson has been serving the financial needs of professionals, retirees, and business owners for more than 20 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. He also has multiple licenses (Series 4, 6, 7, 24, 31, 51, 63, 65) and has developed extensive knowledge in the areas of financial planning and wealth building.
As your financial advisor at Raymond James, Jamie takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Jamie works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Jamie employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Jamie graduated from Texas Tech University with a Finance degree. He earned the professional designation of Chartered Retirement Planning Counselor from the College for Financial Planning. Jamie is a member of Raymond James Executive Council.*
Jamie lives in Frisco, Texas and is married and has two children. When not in the office, Jamie enjoys watching his kids sports activities, Church, golf, and hunting.
*Membership is based on prior fiscal year production. Re-qualification is required annually.
AVP, Private Client Manager
Todd is our private client services manager, working day-to-day with members who have a high net worth. Along with more than 10 years of experience in the banking and financial services industry, Todd serves as a financial advisor and registered representative of Raymond James.
Todd earned his degree in finance and business administration from Southern Illinois University. He also has multiple licenses (Series 6, 7, 63, and 65) and has developed extensive knowledge in the areas of financial planning and wealth building.
Financial Advisor, RJFS
Wendy began her affiliation with Raymond James Financial Services, Inc. in 2012. While focusing her business on clients’ individual financial objectives, Wendy believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Wendy apart. She also has multiple licenses (Series 7 and 66) and has developed extensive knowledge in the areas of financial planning and wealth building.
As your financial advisor, Wendy will dedicate herself to helping manage and preserve wealth for you and your family. By establishing deep, long-term relationship with you, she will be able to gain a comprehensive understanding of your needs and goals in order to create your unique financial plan that includes portfolio management, retirement planning, estate planning, 529 education savings plans, life insurance and long-term care insurance.
A native of Richardson, Texas, Wendy graduated from University of Texas at Dallas with a Bachelor of Science in business administration. When she isn't working, Wendy enjoys spending time with her two sons. Her oldest son is a student at University of North Texas and her youngest attends high school in Frisco.
Financial Advisor, RJFS
Eric Blake has been serving the financial needs of families for more than 15 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. As your financial advisor, Eric takes a comprehensive approach to addressing your financial needs. He also has multiple licenses (Series 7, 63) and has developed extensive knowledge in the areas of financial planning and wealth building.
After getting to know you and to fully understand your investment objectives and your tolerance for risk, Eric works closely with you to develop a customized financial plan designed to meet your long-term financial objectives. Raymond James’ extensive resources include experienced professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Eric works diligently to help you develop both your personal financial plan and a detailed investment strategy.
Eric’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.
Originally from Amarillo, Texas, Eric graduated from the University of Texas at Dallas with a Bachelor of Science in Accounting. Away from the office, Eric enjoys fitness, reading and spending time with his wife of 18 years, Dawn, as well as his 17 year old daughter, Kaitlyn and 15 year old son, Eric.
Todd Volkman, CFP®
Financial Advisor, RJFS
Todd has been serving the financial needs of professionals, business owners and financial industry executives for 25 years. Todd strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. Todd feels education and planning are the cornerstones to a successful client / advisor relationship, and Todd strives to coach his clients to understand and are involved with their financial plan. He also has multiple licenses (Series 7, 63 and 65) and has developed extensive knowledge in the areas of financial planning and wealth building.
As your financial advisor, Todd takes a comprehensive approach to addressing your financial needs. After getting to know and understand your needs and goals, Todd works closely with his clients to develop a plan that fits the investment time horizon and risk tolerance of each client.
Over his career, Todd has served as a Vice President for several industry leading firms, including Dreyfus Investments, Bank of America, and Wells Fargo. Todd previously was responsible for marketing both managed money and alternative investment platforms to high net worth investors in the Southwestern United States for both Bank of America and Wells Fargo, and was also responsible for educating advisors and bankers on the value of managed money and alternative investments. In addition, Todd also served as a Vice President for JW Seligman and Dreyfus Investments, and was instrumental in the marketing of mutual funds and managed money in the Southwestern United States for both those firms. From 2011 through 2013, Todd hosted local talk radio show, THE EDUCATED INVESTOR, every Saturday morning on Dallas KRLD 1080. Todd helped to educate listeners on numerous investment subjects and answered questions from listeners on various financial issues.
Todd lives in Dallas, and spends most his free time with his wife Krista and son Connor. Todd also enjoys golf with his lifelong friends and clients, and is always up for a game.
- Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, are subject to risk, including the possible loss of principal. LegacyTexas Investment Group and LegacyTexas are independent of Raymond James Financial Services, Inc.
- Raymond James does not offer tax services or advice. You should discuss any tax or legal matters with the appropriate professional.
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