Joe Seoane Sr.

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

My job is to help families and business make sure their financial future is mistakes. With that being said, what does financial security look like to you?

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Joe Seoane

I work closely with my clients to help them make sure their financial future is secure - no mistakes. I take a comprehensive approach to help them not only to grow their assets but protect them.

The one thing I enjoy doing the most is riding the beautiful Texas country roads on my Harley Davidson with my daughter, Elizabeth.

I'm Most Proud Of: my family. I have no greater joy than to spend time with my wife, Jeanene and my daughter, Elizabeth. My son, Paul has given me a great daughter-in-love, Kaley and two grandchildren, Harper & Hanna.

Presidents Council


Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.


As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.


  • Financial Planner


    November 2017 - Present | Waxahachie, TX

  • Financial Advisor and Manager, Training & Development


    July 2015 - November 2017 | Dallas, TX

  • Financial Advisor and Manager, Fanancial Services


    December 1995 - July 2015 | New Orleans, LA

The Prudential Difference

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    • Property & Casualty: AL, GA, LA, MS, OH, OK, SC, TN, TX, VA
    • Variable Annuities: AL, AR, CA, FL, GA, LA, MS, OH, OK, TN, TX, UT, VA
    • Securities License: CA, FL, LA, MS, OK, TX, UT
    • Variable Life Insurance: AL, FL, GA, MS, OH, OK, TN, UT, VA( AR License #3724819)( CA License #4011822)( LA License #221672)(TX License #1460278)
    • Fixed Annuities: AL, FL, GA, MS, NC, OH, OK, TN, UT, VA( AR License #3724819)( CA License #4011822)( LA License #221672)(TX License #1460278)
    • Life Insurance: AL, FL, GA, MS, NC, OH, OK, TN, UT, VA( AR License #3724819)( CA License #4011822)( LA License #221672)(TX License #1460278)

Joseph Seoane is associated with the Greater Southwest Financial Group Office, 5700 Granite Parkway, Suite 360, Plano, TX, 75024-9999, Managing Director: Michael Bloss, Phone: 972-910-0040. Joseph Seoane offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Joseph Seoane offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.