WEALTH MANAGER

956.648.7800
ABRAHAM.MARQUEZ@CETERAIS.COM
901 SOUTH 10TH STREET
MCALLEN, TX 78501

Abraham is responsible for assessing client circumstances and
providing individualized, highly strategic investment consulting.
He guides clients through each financial stage of their life using
a goal-based process. This process includes evaluating client’s
current financial and life situations while analyzing their needs
and assessing their risk tolerance. He recommends strategies
clients can use to pursue their financial goals and objectives.
These comprehensive strategies include solutions for current
income, money for the future, leaving a legacy, assets allocation,
retirement planning, education planning, portfolio management
and managing risk with life, liability and long-term care insurance.

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