Firm News

J. Raleigh Bailes, Jr., CPA, PFS, CFP joins Jobes Solo Investment Group extending their wealth management capabilities

October 30, 2012

We are proud to announce our partnership with J. Raleigh Bailes, Jr., CPA, PFS, CFP®.  Raleigh is a practicing Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER and is accredited as a Personal Financial Specialist by the AICPA.  His addition to our team will enable us to offer more extensive wealth management services to our clients especially around financial planning.  Raleigh will also remain associated with Bailes Bates & Associates. LLP which will enable us to integrate their accounting and tax services with our clients who request it

Raleigh began his career in the financial planning industry in 2000, and joined Bailes Bates and Associates, LLP in 2003. In addition to his work with Bailes Bates & Associates, Raleigh is a Financial Advisor with Legacy Wealth Strategies, and a licensed Life, Accident, Health & HMO, and Variable Contracts agent in the State of Texas. Prior to joining Bailes Bates & Associates, Raleigh worked with a comprehensive financial planning firm as a Senior Financial Planner. While there he helped clients take control of their financial lives, and gained invaluable insight into the financial planning industry.

Raleigh graduated from Texas Tech University with a BS in Family Financial Planning, and later earned his Certificate in Accounting from the University of Houston. Raleigh is an active member of the national and local chapters of the Financial Planning Association, the American Institute of Certified Public Accountants, the Texas Society of CPA’s and the Houston Chapter of the Texas Society of CPA’s. He is also a member of the Delta Mu chapter of Beta Theta Pi.  Raleigh, his wife Heidi, their sons Braden & Colin and daughter Bella live in Sugar Land, Texas.