Our Services

Financial Advisor meeting with clients

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

LEARN MORE
couple on boat at sunset

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.

LEARN MORE
woman on beach

Planning for Retirement

Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

family on beach

College Savings Plans

Together we can develop a college savings strategy tailor to your specific circumstances.

LEARN MORE
family walking in park

Estate Planning Strategies

We will help ensure that your estate plan is comprehensive, legally sound, and tailored to your specific needs and goals.

LEARN MORE
New York Stock Exchange

Insurance

It's important to carefully consider your insurance needs and choose policies that provide adequate coverage for your situation. We can help you navigate the complexities of insurance and make informed decisions.

Any questions for us regarding our services?

Please reach out and we'll contact you shortly! Or you can call us direct at 432-687-9873.
Platinum on Wall Street Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, CA, FL, KS, MI, NM, NY, OK, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX