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Find Retirement Planners for Retirement Planning in Texas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Texas

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Brian O. Butler

Wealth Standard Financial

4101 Greenbriar Dr
Suite 236

Houston, TX 77098

713-955-6007

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Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

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Justin Farris

Farris Capital Management Inc

15400 Knoll Trail Dr Suite 350

Dallas, TX 75248

214-525-2141

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

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Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512-588-2770

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

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Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

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Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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Jimmy Lee

LPL Financial

9595 Six Pines Dr, Suites 8210

The Woodlands, TX 77380

281-845-1317

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Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

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Manny Gonzalez

Southwestern Investment Advisory Services, Inc.

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

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Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806-853-6978

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

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Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

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Jay Stinson

Pecan Street Advisors

3800 N Lamar Blvd, Suite 200
Pmb1033323

Austin, TX 78703

512-617-3218

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with Yext

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Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS¿

5310 N Tarrant Pkwy
Ste 120

Keller, TX 76244
817-577-6047

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Edward Jones - Financial Advisor: Nicholas A Festino, AAMS¿

19500 State Hwy 249
Suite 275

Houston, TX 77070
832-604-7192

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Edward Jones - Financial Advisor: Yingying Xu, AAMS¿

4501 Cartwright Rd
Suite 501

Missouri City, TX 77459
281-261-2000

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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David Salinas

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Analeisa Gonzales

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Brian Chambers

4101 Wiseman Blvd

San Antonio, TX 78251
210-856-7156

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Steven Urena

4101 Wiseman Blvd

San Antonio, TX 78251
877-335-1718

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Daniel Segundo

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Vince S Boyd

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Michael Estrada

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Joel Galvan

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Jonathan Granados

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Heather Robinett

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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John Choi

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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David C Boyers

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

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Eduardo Valerio

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Allstate Personal Financial Representative: Jason Van Douser

3332 Spring Stuebner Rd
Ste C

Spring, TX 77389
440-785-6516

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Allstate Personal Financial Representative: Bryan Palma

7540 E Grand Ave

Dallas, TX 75214
915-691-4295

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Paul Shah - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1683

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Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

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Laurie Georgeff

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-366-6645

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Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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Michael Smith - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4188

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Nathan Towers - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
817-580-7000

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Edward Jones - Financial Advisor: Melanie R Dunn

14893 Bandera Road
Ste 2

Helotes, TX 78023
210-695-4433

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Edward Jones - Financial Advisor: Frank Rattan Jr, CRPC®

1221 Flower Mound Road
Suite 120

Flower Mound, TX 75028
972-691-2158

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Edward Jones - Financial Advisor: Danny Holifield

6409 Colleyville Blvd
Suite 6

Colleyville, TX 76034
817-488-7144

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

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Allstate Personal Financial Representative: Darrell Cooke

20811 Dawn Dr
Ste 800

Lago Vista, TX 78645
979-204-2774

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Source Rock Capital Management

215 N Saint Joseph Street

Gonzales, TX 78629
830-672-5716

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Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

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Allstate Personal Financial Representative: James Diaferio

6624 N Riverside Dr
Unit 310

Fort Worth, TX 76137
940-923-8212

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

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James R. McDonald III - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3126

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Rick Lucas | Nestegg Wealth Advisors

3521 Main St, Ste 101

Rowlett, TX 75088
972-412-6064

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Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

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Zodrow Blair Group - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6216

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Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

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John P. Jackson - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-729-2201

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Michael Farah - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-729-2201

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Neal Grant

12808 West Airport Blvd
Suite 253

Sugar Land, TX 77478
281-229-5000

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Edward Jones - Financial Advisor: Marissa E Whittle

3305 NE Loop 286
Suite D

Paris, TX 75460
903-272-1268

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Edward Jones - Financial Advisor: Benjamin T Canfield

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

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Tam Nguyen

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

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Allstate Personal Financial Representative: Brian Beavers

2100 N Hwy 360
Ste 302

Grand Prairie, TX 75050
972-230-7722

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

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Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
16th And 17th Floors

Houston, TX 77027
281-709-0434

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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Allstate Personal Financial Representative: Joel Wayman

1701 N Collins Blvd
Ste 336

Richardson, TX 75080
469-222-6463

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John Gascoyne - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4725

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John Martinez, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7052

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Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

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Julius B. Hill - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4448

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M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2844

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Michael Fields - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-527-2802

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Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

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MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

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Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
713-840-1000

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Edward Jones - Financial Advisor: Richard L Johnson II, CFP®

9595 Six Pines Drive
Ste 6340

The Woodlands, TX 77380
281-363-4626

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Edward Jones - Financial Advisor: Taylor D Bell

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

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Scott Uptegraph - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5045

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The Resolute Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7140

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Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1055

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Michael Mickey Johnson - Ameriprise Financial Services, LLC

100 Congress Ave
Ste 2000

Austin, TX 78701
512-391-6990

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Lawrence Lee - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7216

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Russ Ray - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5758

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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Brian Wiese - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0464

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Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

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Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

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Mary Dolansky - Ameriprise Financial Services, LLC

8309 Whitley Rd
Ste 101

Watauga, TX 76148
817-581-5534

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Carlos Adrian Stahl

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Allstate Personal Financial Representative: Thomas Bowdish

2100 N Hwy 360
Ste 106a

Grand Prairie, TX 75050
972-743-0009

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Layton Shelton - United Texas Credit Union

5120 Golden Triangle Boulevard

Fort Worth, TX 76244
817-834-9777

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Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

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The Haggar Team - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8932

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Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

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Lena Adams-Winkel - UBS Financial Services Inc.

1700 South 10th Street
Suite 200

Mcallen, TX 78503
956-928-8006

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Jim Horgan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4708

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Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

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Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

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Cari Schulz - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3583

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Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

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Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

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David DiRe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5293

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Adapt Partners - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1060

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Jamie Ford Saalfeld - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4407

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K M & L, LLC

2801 North Velasco St
Suite C

Angleton, TX 77515
979-849-8297

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Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

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Lian Ler

346-240-3756

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Allstate Personal Financial Representative: Edward Connolly

7610 W Highway 71
Ste C

Austin, TX 78735
512-745-3086

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Allstate Personal Financial Representative: Ramon Reyna

2250 Thousand Oaks Dr
Ste 207

San Antonio, TX 78232
210-294-1260

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Steve Burchett - Ameriprise Financial Services, LLC

150 Pine Forest Dr
Ste 601

Shenandoah, TX 77384
936-231-8966

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7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

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Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1625

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Allstate Personal Financial Representative: Jerome Senegal

8880 Highway 6
Ste 180

Missouri City, TX 77459
281-435-2799

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Aleta M Scott

713-953-1699

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Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

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Melissa Zoulek

858-524-9206

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Bryan Badura - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4461

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

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Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

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Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

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Rick Foster | Guardian Financial Management

1422 W Main #200

Lewisville, TX 75067
972-996-7858

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

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American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

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Joshua Pottinger, CIMA® - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7528

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Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

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Benjamin Lopez - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-889-5255

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April Jupiter - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2226

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Ark Financial Management

129 South Main Street
Suite 110

Grapevine, TX 76051
817-488-1119

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JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

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Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 105

Houston, TX 77057
713-507-1017

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Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-566-5508

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Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

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First Command Financial Advisor - Kadri Lindemann

1 FirstComm Plaza

Fort Worth, TX 76109
817-569-3194

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Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

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Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

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Andrew D. Clugston - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4416

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First Command Financial Advisor - Brent Eaton

4245 Kemp Blvd
Suite 506

Wichita Falls, TX 76308
940-692-5901

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Buescher Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3572

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First Command Financial Advisor - Alexander Tyler

4200 S Hulen
Suite 513

Fort Worth, TX 76109
817-738-2661

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Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

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The Tally McManus Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7530

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First Command Financial Advisor - Byron Rogers

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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Team Vincent Invida Financial Network

258 OakWood Ln

McGregor, TX 76657
443-418-7817

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East Texas Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4007

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Federico Schoenhofer - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-403-1847

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First Command Financial Advisor - Jason Smith

2101 Pat Booker Rd
STE 108

Universal City, TX 78148
210-658-3809

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Michele Powell | Stifel Investments

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-939-7618

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William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

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The Legacy Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0574

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Steed Financial Group

6103 Morning Dew Dr

Austin, TX 78749
469-831-7119

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Advanced Financial Strategies

125 Topeka Drive
Suite A

Waco, TX 76712
800-876-3817

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Arthur Dumm - Morgan Stanley Financial Advisor

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7046

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Morgan Stanley Financial Advisors

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1600

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The Woods Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6653

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Shawn Nicholas - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

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Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

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Miguel Cortina Icaza - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2010

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Gary R Ward - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5521

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

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R. Allen Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7050

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BridgeNorth Wealth Advisors - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

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Atlas Retirement Strategies LLC

21720 Hardy Oak Blvd.
Ste 85

San Antonio, TX 78258
210-321-1400

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Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7001

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First Command Financial Advisor - Aaron Dunda

4200 S Hulen
Suite 513

Fort Worth, TX 76109
817-738-2661

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Hugh Stephenson, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0528

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First Command Financial Advisor - Brian Pablo

7719 Wood Hollow Drive
Suite 260

Austin, TX 78731
512-346-0900

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Robby Rogers, AAMS - UBS Financial Services Inc.

401 Southwest First St.

Andrews, TX 79714
432-523-5967

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First Command Financial Advisor - Castulo Vera

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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Capital City Mortgage

610 Uptown Boulevard
Suite 2000

Cedar Hill, TX 75104
281-836-3029

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S. Scott House - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4450

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Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2808

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Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

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Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
361-889-5225

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K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

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Kasiri Wealth Management - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
361-886-4501

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Larisa Sanders

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3021

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Joel Dale Travis - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2201

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JNorth Financial, LLC

3214 Clear Water Park Drive

Katy, TX 77450
281-728-5890

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Michael Bueche - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4436

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James Sanders - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4412

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Patrick Evans - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0334

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Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

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The Carrigan Paul Eastburn Group - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-981-0548

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Jason Sharpe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7502

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Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2950

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

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Dax McCracken, AAMS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5254

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Thomas Rosellini, CFP, CIMA, CPWA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

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Jose Csitkovits

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Edward Jones

800 N Main St
Suite 130

McAllen, TX 78501
956-627-1156

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Russell N Harrison - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-366-6612

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Ron W Toth - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5506

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Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

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Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

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Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|CRPC®

8080 N Central Expressway
Suite 1440

Dallas, TX 75206
214-324-4474

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Gregory Sexton - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3566

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Ronald M Davis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6654

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Tristan Simmons - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7030

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Balanced Financial Services

209 West Main Street

Kenedy, TX 78119
830-299-4781

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LaMotta Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2973

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Edward Jones - Financial Advisor: Lucy Gore

14435 Webb Chapel Rd

Farmers Branch, TX 75234
972-243-4895

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Aileen Dizon

469-782-1135

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Dale R Heysse - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6203

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Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-220-0400

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Constantine Mosi

210-617-7047

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Brandon Lakey

972-516-1061

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Edward Jones - Financial Advisor: Alejandro Galindo

14435 Webb Chapel Rd

Farmers Branch, TX 75234
972-243-4895

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Edward Jones - Financial Advisor: Morgan V Henderson

406 N Grand Ave
Suite 112

Gainesville, TX 76240
940-665-0885

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Edward Jones - Financial Advisor: Neal B Norton

1700 Alma Dr
Suite 245

Plano, TX 75075
972-423-3446

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Michele Rohde - Ameriprise Financial Services, LLC

5606 N Navarro St
Ste 207

Victoria, TX 77904
361-575-2600

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Edward Jones - Financial Advisor: David P Rogers

6710 Stewart Rd
Ste 201

Galveston, TX 77551
409-744-1769

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Edward Jones - Financial Advisor: Meagan C Recinos

3305 Northland Drive
Suite 405

Austin, TX 78731
512-302-3279

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Edward Jones - Financial Advisor: Robb Brotemarkle, CRPC®

12238 Queenston Blvd
Suite H

Houston, TX 77095
281-246-4020

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Derrick Kinney & Associates - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Edward Jones - Financial Advisor: Daniel Lyons

220 Jones St

Chandler, TX 75758
903-849-0426

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Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

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The Hoover Schmidt Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

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Edward Jones - Financial Advisor: Cody W Hambrick, CRPC®

3711 W Green Oaks Blvd
Suite B1

Arlington, TX 76016
817-496-7729

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Edward Jones - Financial Advisor: Audrey C Dake, CFP®

3232 Fall Creek Hwy

Granbury, TX 76049
817-326-2825

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Edward Jones - Financial Advisor: Keith Abbott

705 W Broadway St

Andrews, TX 79714
432-523-6433

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Edward Jones - Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA®

110 Vintage Park Blvd
Suite F

Houston, TX 77070
281-370-1827

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Edward Jones - Financial Advisor: Greg Gideon

6344 Davis Blvd
Ste 100

North Richland Hills, TX 76180
817-428-2700

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David Lane Gardner - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3447

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Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

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Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5046

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Edward Jones - Financial Advisor: Albert Santaella, CFP®

17950 Preston Road
Suite 134

Dallas, TX 75252
972-732-7252

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Edward Jones - Financial Advisor: Mike Smith, CFP®

5189 E I-20
Suite 103

Willow Park, TX 76087
817-441-9439

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Edward Jones - Financial Advisor: Scotti Smith Castro

179 Ih 45 S
Suite 100

Huntsville, TX 77340
936-730-8397

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Edward Jones - Financial Advisor: Jacob B Giesen

3526 E FM 528
Ste 104

Friendswood, TX 77546
281-992-2809

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Edward Jones - Financial Advisor: Robert J Franklin

18230 FM 1488
Suite 106

Magnolia, TX 77354
281-356-7786

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Virginia Raborn - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6177

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Henry Jordan - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
214-981-0522

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Impact! Partners Financial

3027 Marina Bay Drive 100

League City, TX 77573
281-549-6515

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Chris Sanger - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6135

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Edward Jones - Financial Advisor: Clif Clay

1430 Robinson Rd
Ste 230

Corinth, TX 76210
940-891-0109

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Edward Jones - Financial Advisor: Jason K Haddix

8350 N Central Expwy
Suite 110

Dallas, TX 75206
214-265-6043

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Edward Jones - Financial Advisor: Lane M Harrington

875 Straus Rd
Suite 300

Cedar Hill, TX 75104
972-293-2010

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Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Ann Hundl - Ameriprise Financial Services, LLC

810 N Mechanic St

El Campo, TX 77437
979-541-5905

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Edward Jones - Financial Advisor: Bobby Burrus

1121 Hillcrest Drive

Vernon, TX 76384
940-552-9219

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Edward Jones - Financial Advisor: Cody M Williams

4009 Banister Ln
Ste 235

Austin, TX 78704
512-494-4738

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Edward Jones - Financial Advisor: Corey A Skahill

101 N Highway 281
Suite 207

Marble Falls, TX 78654
830-598-5492

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First Command Financial Advisor - Sushen Sehgal

5057 Keller Springs RD
Suite 110

Addison, TX 75001
214-451-3150

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Edward Jones - Financial Advisor: Jeremy B House, AAMS¿

1451 West US Highway 380
Business Ste 2A

Decatur, TX 76234
940-627-2854

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Edward Jones - Financial Advisor: Kevin Basham

222 E Amherst
Suite 200

Tyler, TX 75701
903-939-0154

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Edward Jones - Financial Advisor: Jason D Hudson, AAMS¿

600 S Tyler St
Suite 1405

Amarillo, TX 79101
806-373-4617

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Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2786

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Edward Jones - Financial Advisor: Chantell Gonzales, AAMS¿|CRPC®

2501 Ranch Road 620 South
Suite 210

Austin, TX 78738
512-263-2426

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Gabriela Melendez

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

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Chinedu Onuba

713-780-9989

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James Schwartz

972-516-1061

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Edward Jones - Financial Advisor: Darrell V Griffin, CRPC®

8617 Mid Cities Blvd
Suite 100

North Richland Hills, TX 76182
817-656-4709

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Lisa Rakus - United Texas Credit Union

7318 Louis Pasteur Drive

San Antonio, TX 78229
210-561-4500

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Francheska Gonzales - United Texas Credit Union

2595 Polaris Drive

Fort Worth, TX 76137
817-834-9777

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Stephen David Liddell - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0520

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Gina Rodriguez

210-617-7047

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Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
512-263-3695

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Future Financial Solutions

5804 Valencia Dr

Flower Mound, TX 75028
214-908-5563

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Will Warnock - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7307

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Edward Jones - Financial Advisor: Collin W Jackson

204 Christie St

Lufkin, TX 75904
936-634-4611

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Allstate Personal Financial Representative: Andrew Kacz

17430 Campbell Rd
Ste 206

Dallas, TX 75252
774-218-9270

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Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

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Allstate Personal Financial Representative: Jorge Montalvo

401 E Whitestone Blvd
Ste A102

Cedar Park, TX 78613
210-326-7026

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David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2777

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Chester Palid

972-516-1061

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Edward Jones - Financial Advisor: Russell C Braun, CFP®

1515 Fannin St
Suite B

Columbus, TX 78934
979-732-2502

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First Command Financial Advisor - Oscar Romero

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

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First Command Financial Advisor - David W Trammell

5057 Keller Springs RD
Suite 110

Addison, TX 75001
214-451-3150

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Alfonzo Chavana - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

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First Command Financial Advisor - Zachary Meitner

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

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Edward Jones - Financial Advisor: Suzanne Medford

122 W John Carpenter Fwy
Suite 478

Irving, TX 75039
972-717-7589

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Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Edward Jones - Financial Advisor: Richard G Davis

25132 Oakhurst Drive
Suite 207

Spring, TX 77386
281-419-4644

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The Credit Fighters

3652 Wanda Lane

HALLSVILLE, TX 75650
903-500-2948

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Edward Jones - Financial Advisor: Ryan L Everett, CEPA®

17115 San Pedro Ave
Suite 110

San Antonio, TX 78232
210-495-3744

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Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®

9191 Kyser Way
Suite 100

Frisco, TX 75033
972-335-5101

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Edward Jones - Financial Advisor: Joseph A Crowley

18 Augusta Pines Dr
Suite 149E

Spring, TX 77389
346-468-1166

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Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

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Luvy Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2168

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Leann Drake - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7319

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Tate Lindsey - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-276-5505

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Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

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Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3077

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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Art Fahim - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8024

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Garry Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
817-488-0905

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Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

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Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2720

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Gary Grahnquist - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
214-445-0605

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First Command Financial Advisor - Bob Vasquez

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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Ralph Schroeder - Ameriprise Financial Services, LLC

1610 Woodstead Ct
Ste 110

The Woodlands, TX 77380
281-362-1995

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Rodney L McLeod - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7152

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Jennifer Joyce Chachere - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
832-299-6488

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Morgan Stanley Financial Advisors

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

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Kevin Talley - Ameriprise Financial Services, LLC

13623 Perry Rd

Houston, TX 77070
281-894-0888

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Garner Financial

3120 Milton Avenue

University Park, TX 75205
214-369-2045

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James Frankowski - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

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Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2016

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Cameron W Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6895

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Kane Houston - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
972-459-6670

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Steve Dziuk - Ameriprise Financial Services, LLC

224 W Main St
Ste 100 & 300

Kenedy, TX 78119
830-583-0442

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Allstate Personal Financial Representative: William Doran

6404 International Pkwy
Ste 1550

Plano, TX 75093
214-716-5174

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Morgan Stanley Financial Advisors

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2700

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Jason Jones - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4787

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Alan Jaks - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2820

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Wilsons Leather

4015 Interstate 35 South
Ste 625

San Marcos, TX 78666
512-805-8438

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Jean-Marc Chemla - Ameriprise Financial Services, Inc.

409 W 4th St
Ste 101

Weatherford, TX 76086
817-377-2298

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James W Ledbetter - Ameriprise Financial Services, LLC

3134 Executive Dr
Ste B2

San Angelo, TX 76904
325-942-1917

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Sands Chipman - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5014

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Edward Jones - Financial Advisor: Jim Stubbs Jr, AAMS¿

216 South 17th Street

West Columbia, TX 77486
979-345-2980

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

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Bruce Bordelon - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
972-447-5197

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Edward Jones - Financial Advisor: Rob Farish, AAMS¿

5757 Main Street
Suite 206

Frisco, TX 75034
972-335-3020

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Edward Jones - Financial Advisor: Sara E Janak, CFP®|AAMS¿

621 S Fulton Beach Rd
Ste 180

Rockport, TX 78382
361-729-8804

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Madden/Doke Wealth Management - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

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Edward Jones - Financial Advisor: Jay Sutton, AAMS¿

100 North Main Street

Elgin, TX 78621
512-281-5867

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Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2157

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Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2736

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Margo P Geddie - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-6819

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Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0220

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Tim D Foster - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-5227

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Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-909-2245

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Weidong Li

3242 Preston Rd
Suite 100

Plano, TX 75093
972-798-8288

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James E Boston - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
281-719-3210

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Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
214-771-3363

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Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
214-771-3363

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Rick Barton - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7261

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Roger Garza - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4471

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Tho Le

214-707-0493

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William W Gouldin - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

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Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

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Brent Anderson - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4414

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Allstate Personal Financial Representative: Russell Toth

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-803-1287

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Amy Lawler - Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
432-620-6057

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Edward Jones - Financial Advisor: Derek M Fountain, AAMS¿

3726 N 16th Street

Orange, TX 77632
409-883-4065

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Edward Jones - Financial Advisor: Stone Irey, AAMS¿

737 International Parkway
Suite 110

Flower Mound, TX 75022
972-539-4207

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Allstate Personal Financial Representative: Joshua Peralez

218 W Nolana Ave

McAllen, TX 78504
956-292-8161

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Edward Jones - Financial Advisor: Barry Dvoracek

11767 Katy Freeway
Ste 490

Houston, TX 77079
281-870-0100

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James Lemaster - Morgan Stanley

303 N Oregon St, 9th
Fl

El Paso, TX 79901
915-842-7942

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Mathis Abbe Financial Advisors

4800 Lakewood Drive
Suite 7

Waco, TX 76710
254-741-9000

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Betty Hanlon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3092

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J Maurice Gibbs - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126