Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Hightower AdvisorsWealth Advisor | HoustonTexas | Retirement planning | |
 | MarinerManaging Director & Senior Wealth Advisor | PlanoTexas | Business owners | |
 | Cerity PartnersPartner | HoustonTexas | Retirement planning | |
 | MarinerManaging Director & Senior Wealth Advisor | AmarilloTexas | Life transitions | |
GR Greg RhodesResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | DallasTexas | Family wealth | |
JB John BazanResearched profile | Rockefeller Capital ManagementPrivate Advisor, Senior Vice President | DallasTexas | Wealth management | |
TW Tim WhiteResearched profile | Rockefeller Capital ManagementPrivate Advisor, Managing Director | DallasTexas | Goals-based planning | |
AM Aimee McRaeHistorical record | Kestra Investment Services, LLCAdvertising Analyst | AustinTexas | Financial services | |
AT Alan Todd BrumHistorical record | Kestra Investment Services, LLCFinancial professional | AustinTexas | Financial services | |
AE Andrew Eric FriedwaldHistorical record | First Liberties FinancialFinancial professional | DallasTexas | Financial services | |
AR Andrew Richard KovachHistorical record | First Liberties FinancialFinancial professional | DallasTexas | Financial services | |
AK Anna K PerassoHistorical record | Avantax Investment Services, Inc.Financial professional | CoppellTexas | Financial services |
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