Van Pearcy Financial
Raymond James Financial Services
Career Began: 1987
Home Base: Midland, Texas
Civic Affiliations: Scholarship endowment for MBA program at University of Notre Dame, scholarships for athletic trainers at Andrews High School, Van and Donna Pearcy Foundation
It’s obvious there is something outsize about Van Pearcy the instant you hear this West Texas advisor’s on-hold telephone music: the theme song from The Magnificent Seven.
Just about everything about Pearcy is large: the amount of assets he manages, his philanthropic impulse, his goals.
As Wilson Heidelberg, a local school board executive, notes: “He’s just one of those bigger-than-life people that can cause everyone around him to aspire to think bigger and better.”
With $735 million in assets under management, the 46-year-old Pearcy and his wealth services team are well-known players in their home market of Midland, Texas. In 1987, Pearcy opened the first successful office there for Edward D. Jones. When he moved over to Raymond James Financial Services in 2001 so that he could expand the business and build a team, he launched that firm’s inaugural branch.
Since joining Raymond James, Pearcy’s asset base has more than tripled — a result he attributes in large measure to a team approach that encompasses his own in-house team [including his wife, Donna, a vice president] and insurance, tax and estate planning specialists allied with Raymond James.
“When our clients and the local community saw that we were going toward a team approach, with several experts in our office, it threw a different light on our business as opposed to being a sole practitioner. We had a wonderful reputation prior, and it just grew,” says Pearcy, who works with 600 families, primarily retirees and oil and gas business owners. “We were the only team-oriented financial planning group in our area; that was big.”