Thad Ortez, Financial Advisor at Raymond James

Thad Ortez, Financial Advisor at Raymond James Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Thad Ortez, Financial Advisor at Raymond James, Financial planner, 1101 Sylvan Avenue Suite C-101, Modesto, CA.

The Rooted Wealth Management team was proud to attend the Raymond James National Conference in Las Vegas, connecting wit...
05/11/2026

The Rooted Wealth Management team was proud to attend the Raymond James National Conference in Las Vegas, connecting with industry leaders, gaining fresh insights, and sharpening our strategies to better serve our clients.
And it wasn't all work—we also had an unforgettable night experiencing Wizard of the Oz at the Sphere, which was nothing short of incredible!
Investing in continued education (and a little team fun) helps keep us energized, connected, and focused on delivering thoughtful, forward-looking guidance to every client we serve.

Address

1101 Sylvan Avenue Suite C-101
Modesto, CA
95350

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