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Distance Only Round Rock, TX
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Eric Schleien (CRD# 6394652) is an Investment Advisor Representative working at Granite State Capital Management, LLC in Round Rock, TX and has over 10 years of experience in the finance industry.
Timothy Shirley (CRD# 5292775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Round Rock, TX and has over 15 years of experience in the finance industry.
Leyviana Smith (CRD# 6589446) is an Investment Advisor Representative working at Primerica Advisors in Round Rock, TX and has over 8 years of experience in the finance industry.
Juanita Stephens (CRD# 4247523) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Round Rock, TX and has over 19 years of experience in the finance industry.
Richard Thomas (CRD# 6374773) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 9 years of experience in the finance industry.
"Our goal is to help people overcome their worries and concerns about money and investing so they have more time to focus on what's most important to them." –Neil Vannoy, MBA, CFP®
Financial Planning
We believe that financial planning is the most important part of the work we do. That being said, a financial plan doesn’t have to be complex and run hundreds of pages to provide value. A great financial plan only needs to answer two questions:
1. Where do I want to go financially?
2. What will it take to get there?
We don’t produce canned financial plans. Our financial plans are customized for...
Simone Vannoy (CRD# 5630921) is an Investment Advisor Representative working at Vannoy Advisory Group, Inc. in Round Rock, TX and has over 15 years of experience in the finance industry.
Scott Wallace (CRD# 6389750) is an Investment Advisor Representative working at Thrifty Scotty Financial, LLC in Round Rock, TX and has over 9 years of experience in the finance industry. Scott Wallace has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Wehrle (CRD# 1068579) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 41 years of experience in the finance industry.
Matthew Wells (CRD# 4505814) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 21 years of experience in the finance industry.