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                                        My Background
                                      Carlos Tamez Headshot

                                      Carlos Tamez, Financial Services Professional

                                      As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1997. After four years working as a manager for Southwestern Bell Telephone Company I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

                                      You can take comfort in the fact that I have been a proud resident of the Weslaco community for 49 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of two children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

                                      Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company. In addition to my 19 years of experience, I hold a Bachelor of Science from Texas A&M University, a graduate of New York Life's award-winning training program, NYLIC University, have been named to the Executive and President's Council and a qualifiying member of the 2017 Million Dollar Round Table: The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                                      Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients and their hopes, dreams and goals for the future is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

                                      Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                                      Disclosure

                                      Carlos Tamez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of IN, and TX. No insurance business may be conducted outside the states referenced.

                                      Carlos Tamez is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1022 S Texas Blvd, Weslaco, TX, 78596, 956-973-1904. In this regard, this communication is strictly intended for individuals residing in the states of TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                                      The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                                      TAMEZ FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                      Neither TAMEZ FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                      For more information about NYLIFE Securities LLC and its investment professionals.

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                                      • About Us
                                        • About Us
                                          • Your Role
                                            • Our Team
                                              • My Background
                                                • Products
                                                • Products & Services
                                                  • Products
                                                    • Our Services
                                                      • For Professional Advisors
                                                        • Advanced Planning Resources
                                                        • Resources
                                                          • Business Solutions
                                                            • Calculators
                                                              • Life Stages
                                                                • Articles
                                                                  • Tax Resources
                                                                    • Videos
                                                                    • Account Access
                                                                      • NYL Online Account
                                                                        • NYLIFE Securities
                                                                          • MainStay Mutual Funds
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