Dallas, Texas, United States
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Investment advisory services offered through Gallagher Fiduciary Advisors, LLC.
• Provide comprehensive financial planning for Fidelity clients, offering investment guidance, income planning, and legacy planning. • Conduct in-depth financial analysis to tailor investment strategies to individual client needs. • Collaborated with a team of financial experts to offer clients a range of additional products and services.
• Provided tailored intergenerational financial planning and portfolio management for families, high net worth investors, and businesses. • Conducted in-depth financial analysis to develop personalized investment strategies. • Implemented risk management techniques to safeguard client assets.
• Provided financial planning and investment advice to clients, conducting portfolio analysis and construction to meet their financial goals. • Conducted investment due diligence, executed trades, and managed money movement efficiently to ensure optimal client outcomes. • Collaborated with team members to enhance practice management strategies and deliver exceptional service to clients.
(Broker-Dealer: Waddell & Reed) Provided financial planning, investment advice, portfolio construction and maintenance for several hundred households, or over $140m AUA.