Overview

Have 23yrs experience as a Financial Advisor and went Independent 2 years ago. We have grown rapidly in Southeast Texas and are expanding into The Woodlands Texas area. We are looking to buy existing like minded practices. The practice consists mostly of Managed Money with some Mutual Funds, UIT's, Variable & Index Annuities, LTC & Life Insurance and an emphasis on Advanced Financial Planning. Our niche is the 500k-5M client and are mainly Mid level pre and post retirees in the petro/chemical industry. We utilize all the modern social media outlets and technology to support our clients and provide high level customer service.

Last Activity
6 months or more

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