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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

Austin Wall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 7903076

Conner Sivewright

Creative Planning

---

Austin, TX 78749
(512) 5711608

Dan Foster

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(817) 6020746

Ed Brownstein

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 7248573

Jason Gower

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603784

Jason Preston

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 6013631

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789

Justin Barringer

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 6814402

Karina Harrison

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 2884258

Michael Konzen

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(281) 6225693

Mike Hemp

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603782

Paul Park

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 5843208

Ryan Vogl

Creative Planning

---

San Antonio, TX 78015
(713) 2049063

Sean Granere

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 8407106

Stacy Marshall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 4706763

Susan Schildt

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603781

Tony Favela

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(832) 8084632

Zach White

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(469) 4602174

Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village, TX 75077
(972) 9663110

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305

Justin Gedlen CFP^®, CRC^®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310

Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240
(214) 7057622

Scott Cash Thompson, CFP^®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319

Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092
(817) 8704680

Randy Thompson M.B.A.

Copper Mountain Capital

2010 North Loop West, Suite 110

Houston, TX 77018
(832) 7562142

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141

Michael Turner

Turner Capital Investments, LLC

9442 Capital of Texas Hwy N
Arboretum Plaza One, Suite 500

Austin, TX 78759
(800) 6788200

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900

Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

Kenneth Beber, AIF^® CFS^®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210

John Kvale, CFA^®, CFP^®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300

Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137
(469) 2505687

Jeffrey Wright

Edelman Financial Engines, LLC

19026 Ridgewood Parkway, Suite 316

San Antonio, TX 78259
(210) 2681128

Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380
(281) 2101349

Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478
(281) 2101349

Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095
(281) 8909600

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613
(512) 9102722

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630
(512) 5882770

Marie Freemyer

True Financial Group

1464 E. Whitestone Blvd
Suite 1601

Cedar Park, TX 78613
(512) 6492383

. .

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093
(855) 2157172

Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201
(650) 5561310

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with Yext

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
7139347700

Nicholas Carlin - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915959

Sarah Walsh - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350102

Drew Powers - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
8326321158

Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9727742065

Howard M Skillrud - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

Crawford Mickey McGill - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605855

Ted Doyle - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126917033

Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
2547556575

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
7134026426

Charles E Pepkin - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450614

Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 103

Houston, TX 77057
7135071017

Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
5122633695

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
9196100567

John Ramzy - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915967

Jim Middlebrook - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475162

Arthur B Kratkiewicz - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635515

Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
9727192557

Strategic Insights Financial Planning Group - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Jay R Hutcherson - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

Carlin Wealth Management Group - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915959

Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Tony Franzago - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
9724212068

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
2103212759

Edward Hedgecoke - Ameriprise Financial Services, LLC

123 N 3rd St

Canadian, TX 79014
8063235241

Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612036

Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612027

Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
8172296919

Shannon Harris - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350101

Morgan Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
8174880905

4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
2143909505

Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324410

Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651055

Guy Church - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
8175807000

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
2819991283

Matthew Carr - Ameriprise Financial Services, LLC

3315 81st St
Ste D

Lubbock, TX 79423
8067915904

Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

Jeff Altman - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475184

J Maurice Gibbs - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665508

Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Thor Hoppess - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445781

Rick Dunagan - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915918

Tommy N Thomas & Associates

2836 Bill Owens Parkway

Longview, TX 75605
9032979933

Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915944

Bradley Burnfield - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

The Keever Group - Ameriprise Financial Services, LLC

2340 W Interstate 20
Ste 214

Arlington, TX 76017
8174656000

Duane Dollar - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193240

Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915969

Peter D Nett - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193200

Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605849

Vince Mendiola - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222461

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
7136591212

Brian Wiese - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700464

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
3256531040

Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601339

Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601305

Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
5122753897

Brady Hollingsworth - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450631

Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

Rick Ochterbeck - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475156

Brian Strawn - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244915

Bradley A Garrett - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932709

Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657001

Mark Stegman - Ameriprise Financial Services, LLC

3333 Premier Dr
Ste 100

Plano, TX 75023
9725434850

Walters & Associates - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Deborah Fleming - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
9792443218

Adriana Santoni - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992002

Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942821

John McDonald - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
8175807000

CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

Scott Finley - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942884

Ron Johnson - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437214

Philip Lapp - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
5122187993

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122710

David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683165

Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662134

Jon Williams - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445780

Benjamin Bigler - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
6822318331

Robyn Morton - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450627

Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450615

7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
9722311525

Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
8178491375

Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582708

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
7134007800

Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
2102681500

Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
8177176804

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
8329108437

Alejandro Ayala - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992032

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9726637549

Rick Foster | Guardian Financial Management

1422 W Main #200

Lewisville, TX 75067
9729967858

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
2813728410

American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
9797741111

Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
5125279900

JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
4699299350

Jim Tabak - Ameriprise Financial Services, LLC

4516 S Mc Coll Rd

Edinburg, TX 78539
9566180050

Jennifer Snee - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445736

Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102244900

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
2142236022

Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582720

Jenny Funderburk - Ameriprise Financial Services, LLC

700 Central Expy S
Ste 380

Allen, TX 75013
9729541595

George Montague - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202212

La Vera Prestage - Ameriprise Financial Services, LLC

5100 Westheimer Rd
Ste 200

Houston, TX 77056
7135884461

Eric Fuller - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437271

Jaime Anderson - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657011

Jamie Ford Saalfeld - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164407

Steve Burchett - Ameriprise Financial Services, LLC

150 Pine Forest Dr
Ste 601

Shenandoah, TX 77384
9362318966

Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605731

Brian Lemon - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665502

Skillrud & Associates - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
2103211400

Frank Burdick - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942863

Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321625

Eric Ross - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

Milestone Partners - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350108

Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321857

Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601328

G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
9405660377

Collum, Wofford and Associates - Ameriprise Financial Services, LLC

1418 Sidney Baker St

Kerrville, TX 78028
8302570406

Phil Smiley and Associates - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918027

Marc Marquez - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244916

Matt Corkery - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066985221

Kent Copeland - Ameriprise Financial Services, LLC

2161 NW Military Hwy
Ste 204

San Antonio, TX 78213
2103415368

Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
8305157096

Michael R Misner - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193219

Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
2144532697

Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
2147069462

Paul Shah - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631683

Tre Carruthers - Ameriprise Financial Services, LLC

2221 E Lamar Blvd
Ste 220

Arlington, TX 76006
6823238429

Herbert L Kesner - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506614

Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

Alicia Rivera - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444810

Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
8174206223

Lee Earlywine - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746579

Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100220

Kyle Cotton - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222458

Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746563

Hunter Stanco - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774439

Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683008

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
9726132525

Richard Travis - Ameriprise Financial Services, LLC

115 N Dixie Dr
Ste 120

Lake Jackson, TX 77566
9792973700

Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
9727269888

Joseph Galloway - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222460

Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803303

Michael E. Taylor - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693420

The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

Stephen Hultgren - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693445

Monica Woodward - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139658014

Candace Hurt - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624719

Matt Gunnip - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164472

Matthew Hillman - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624717

Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651066

Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662144

The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746550

David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582777

The Goth / Heare Wealth Management Group - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
4096543235

Concierge Wealth Consulting Group - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051003

J.R. Martinez Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139577052

Matthew James Schaefer - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5123308032

Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662120

Ann Hundl - Ameriprise Financial Services, LLC

810 N Mechanic St

El Campo, TX 77437
9795415905

John Phillip Tuccio - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5124795211

Stanley Dean - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746560

Julie A Barbour - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724504818

Jim Horgan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624708

The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683053

Angela Caffey - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693492

Steven Chefas - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635503

Chris Black - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475175

The Atkinson Group - UBS Financial Services Inc.

175 Century Square Dr, Ste 300
Suite 300

College Station, TX 77840
9797748353

Larry K Wright - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746760

Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
3618895225

Michele Rohde - Ameriprise Financial Services, LLC

5606 N Navarro St
Ste 207

Victoria, TX 77904
3615752600

Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655017

Janet L. Woods - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506653

Antonio M. Monk - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746557

Derrick Kinney & Associates - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
8174196001

Wm. Austin Spencer - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700411

D. Scott Uptegraph Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655045

Lauren T Esposito - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624785

Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803304

Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655020

Houston, TX Branch Office - UBS Financial Services Inc.

4400 Post Oak Parkway
16th and 17th Floor

Houston, TX 77027
7139402800

Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655037

Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662119

Sharon L Washburn - Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506679

Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
2817090427

Chris Andrew Moyseos - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700455

Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932761

Christopher Aitken - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644573

Howard K Bellet - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918025

Gary L Wulf - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624706

Steven Fitzsimmons - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666617

Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437270

Scot Smith - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967064

Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683065

Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662180

Emily Noble - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506666

Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136515828

Joan Mason - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967083

George Gile - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724501600

David Nethery - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450611

Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445733

Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
8174196001

The York, Polley Group - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451200

Crystal Maxwell - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402817

Zodrow Blair Group - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
2812636216

Bevill Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402893

Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
2817090444

The Azalea Group - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792237

Herman C Bell - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417510

The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655000

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
2814448732

The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683027

The Cumming and Loggins Group - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035814344

Brian Littlefield - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202242

Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444804

Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123145340

Allstate Personal Financial Representative: Carlos Gomez

5217 N McColl Rd

McAllen, TX 78504
9566876300

Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746533

Allstate Personal Financial Representative: Carolyn Blacknall

15156 Highway 3

Webster, TX 77598
7138172740

Beaumont, TX Branch Office - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
4096543210

The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
2817090430

Garner Financial

3120 Milton Avenue

University Park, TX 75205
2143692045

Kathy Fischer Costello - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716115

Verus Wealth Advisors - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
9723988599

The Rockport Group - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
3617292201

Callais, Spencer & Stevenson - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700411

Cynthia Tanaka - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582724

Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8173326700

Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683115

Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683055

Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066986833

Wilsons Leather

4015 Interstate 35 South
Ste 625

San Marcos, TX 78666
5128058438

Edward Jones - Financial Advisor: Scott A Brieger

1400 Woodloch Forest Dr
Suite 530

The Woodlands, TX 77380
2812981640

April Jupiter - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202226

Renee Sterling - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967118

Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506670

Timothy Peach - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967113

Thomas Callaway - Ameriprise Financial Services, LLC

2219 Lamar Ave

Paris, TX 75460
9037857000

Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683112

Harry Christopher III - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402944

Perry Skudlarczyk - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700491

Harpreet Sidhu - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437237

The Heare Wealth Management Group - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
4096543235

Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746624

Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
5129092245

Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932780

Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
2147713363

Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
2147713363

Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

Ian Feuer - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746664

Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506600

Leah Wyckoff - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774463

Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932742

Harvey Newton - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582759

The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Suite 900 West

Dallas, TX 75244
9727746585

Sean R York - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451261

Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746666

Morgan Stanley

303 N Oregon St, 9th
Fl

El Paso, TX 79901
9158427900

Assurance Wealth Management

2001 Timberloch Place
Suite 500

The Woodlands, TX 77380
2814404200

Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

Steven G Mitchell - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666619

John Polley - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451243

Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
9155328885

Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
3239621132

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
7139771014

Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631624

Kevin M Clements - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506685

Beyond The Close LLC

14090 Southwest Freeway
Suite 300

Sugar Land, TX 77478
2819001925

Plan Well Private Wealth Services

14607 San Pedro Avenue
Suite 290

San Antonio, TX 78232
2107143730

Riley Wealth Advisors, LLC

700 N. Carroll
Suite 110

Southlake, TX 76092
8178704680

Wainwright Financial Services

301 North Allen Drive
Suite C

Allen, TX 75013
9727275145

Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
8175287487

Gwen J McKinney - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967180

Joelle Hinds - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437207

Les Loggins - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792240

Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Financial 411

8775296543

Allstate Personal Financial Representative: David Brundage

701 N Walnut St

Roanoke, TX 76262
8175673531

Allstate Personal Financial Representative: Arthur Blair

9212 Fry Rd
Ste 135

Cypress, TX 77433
2814822100

Brightway Insurance, The Gunn Agency

5126494220

Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
4098668121

Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
3619914189

Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
4096973111

Pierce & Associates

613 Austin Street

Levelland, TX 79336
8068946100

Window World TX

5238 Evers Road

San Antonio, TX 78238
2107670995

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
8329153053

Future Financial Solutions

5804 Valencia Dr

Flower Mound, TX 75028
2149085563

Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
7133403149

Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
2816430996

Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
2813784840

Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
5122012981

HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
8883190045

HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
4698046881

DTLR

2244 North Collins St

Arlington, TX 76011
8173032682

DTLR

5256 S State Hwy 360
Suite #820

Grand Prairie, TX 75052
9725227952

Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
2147713363

Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
2147713363

DTLR

2630 N Josey Ln
Suite 126

Carrollton, TX 75007
9722421612

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
4407405262

Strayer University

500 N. Shoreline Blvd.
Suite 103

Corpus Christi, TX 78401
3614453450

Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
2543996597

DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
9722410682

DTLR

1030 W Arkansas Ln

Arlington, TX 76013
8174592645

DTLR

3312 N Buckner Blvd

Dallas, TX 75228
2146609880

DTLR

6759 Bridge St

Fort Worth, TX 76112
8174573647

Jamie Lane - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693416

Allstate Personal Financial Representative: Roger Mount

1100 N Blue Mound Rd
Ste 110

Saginaw, TX 76131
8176891870

Frost Trust

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
7133887600

The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171416

Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

Allstate Personal Financial Representative: Monica Carrillo

4410 N Midkiff Rd
Ste A5

Midland, TX 79705
4326147757

Allstate Personal Financial Representative: Ryan Lansford

15127 Draper Rd

Houston, TX 77014
9365208594

Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
2814609772

Allstate Personal Financial Representative: Constance O'Brien-Little

6640 9th Ave

Port Arthur, TX 77642
4093382515

Allstate Personal Financial Representative: Ronald Davis

301 Leander Rd
Ste 103

Georgetown, TX 78626
5129312591

Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
7138938063

Viva Financial Group

3013 Fountain View Dr
#165

Houston, TX 77057
8328837375

Allstate Personal Financial Representative: Jack Cline

4516 Boat Club Rd
Ste 110a

Fort Worth, TX 76135
8177139809

Allstate Personal Financial Representative: Michael Korous

2206 Katy Flewellen Rd
Ste E

Katy, TX 77494
2817984506

Allstate Personal Financial Representative: Jaime Santillan

1340 S Main St
Ste 200

Grapevine, TX 76051
4692612864

Allstate Personal Financial Representative: Vicki Clary

3101 Hobbs Rd
Ste 206

Amarillo, TX 79109
8063567025

Allstate Personal Financial Representative: George Couvertier

172 Creekside Park Rd
Ste 100

Spring Branch, TX 78070
2106810106

Allstate Personal Financial Representative: Penny Morgan

4000 Washington Ave
Ste 301

Houston, TX 77007
7135393223

Allstate Personal Financial Representative: Russell Toth

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
5128031287

Samuel Fischer, CEPA, CRPC - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5125427550

Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
7139658143

Allstate Personal Financial Representative: Terrance Hutchins

851 Lake Carolyn Pkwy
Ste 140

Irving, TX 75039
4693882921

Sugar Land, TX Branch Office - UBS Financial Services Inc.

Town Square
15958 City Walk #240

Sugar Land, TX 77479
2812636226

Allstate Personal Financial Representative: Sherry Englehorn

3120 Avenue F

Bay City, TX 77414
8323671624

Allstate Personal Financial Representative: Jeffrey Waller

1022 Ridge Rd

Rockwall, TX 75087
2147186168

James Augustine, CIMA - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051060

Allstate Personal Financial Representative: Courdney Williams

16671 W Airport Blvd

Sugar Land, TX 77498
8325419026

Allstate Personal Financial Representative: Russell Buckstaff

1511 Judson Rd
Ste E

Longview, TX 75601
9032389008

Allstate Personal Financial Representative: Christopher Bartholow

1121 W Mayfield Rd

Arlington, TX 76015
2146807549

Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967300

Allstate Personal Financial Representative: Trenton Werth

2010 Gilmer Rd
Ste 108

Longview, TX 75604
9034521977

Christopher Berzon - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202244

Exectras

5819 Hwy 6 255

Missouri City, TX 77459
8325396000

Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683007

Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
2814802616

Chase Hogan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624779

Karch Weyermuller - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147202959

Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205090

Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631600

Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035814344

Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655023

Allstate Personal Financial Representative: Monica Balderrama

1441 N Zaragoza Rd
Ste 3d

El Paso, TX 79936
9154338797

Allstate Personal Financial Representative: Greg Ryan

408 S Main St
Ste A

Mansfield, TX 76063
9729881664

Stephen Tolbert - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
7139658106

Allstate Personal Financial Representative: Jose A Martinez Jr.

1818 S New Braunfels Ave
Ste 2

San Antonio, TX 78210
2103663224

Allstate Personal Financial Representative: Santiago Feliciano

903 Bitters Rd
Ste 307

San Antonio, TX 78216
2106217719

Allstate Personal Financial Representative: L. Dale Nicholson

2418 Marsh Ln

Carrollton, TX 75006
9722145120

Jared George - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202278

Acerra, Fox & Associates - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
9723937393

Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662142

Ward Pendleton - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631608

Lesa Collins - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437205

Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932736

Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617040

Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687203

Allstate Personal Financial Representative: Alex Ascencios

11027 Northpointe Blvd
Ste C

Tomball, TX 77375
2818152545

Robert Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617050

Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
7136241398

Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683141

Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624700

The Tally Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5125427530

Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746802

The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171450

The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582778

Katie (Nisbet) Hendin - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666605

Allstate Personal Financial Representative: D Arif Mahmud

4322 N Belt Line Rd
Ste B210

Irving, TX 75038
2149290376

Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631629

Russell N Harrison - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666612

Virginia Raborn - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716177

Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746500

Lee Ann Penick - Ameriprise Financial Services, LLC

8820 Business Park Dr
Ste 100

Austin, TX 78759
6207282639

Timothy Osgood - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693407

Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
9797769441

Adapt Partners - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051060

The Fidelis Wealth Management Group - Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
4326206079

Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683034

Peter Hearn, CFP - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
2812636224

Lorraine Allemand-Wash, CRPC - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626365

Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171500

TruNorth Group - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437249

The Coffey-Marino Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

James M Hogue - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506624

Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

Lapp & Associates - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662177

William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700454

Gibson Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

Tom Bray - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700457

Stephen N Havel - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716196

David E Meadors - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437256

Ted Emerson Oliver Sr. - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624735

Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
9725327833

Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
2148918131

The Woodlands, TX Branch Office - UBS Financial Services Inc.

1780 Hughes Landing Blvd.
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626360

Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451200

Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662128

Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2143688555

Rhodes Wealth Consulting Group - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
3618864535

Paul M Greer - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716147

Marina E Schroeder - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792237

Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655046

Jorge Andres Garcia Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5124795242

Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
4326206060

Nathan Towers - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918000

The Vance Group - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626389

Villarreal Financial

3803 Carmen Avenue

Rancho Viejo, TX 78575
9566220607

Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683094

The Sterling & Dubrof Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774457

Babendure & Shive Wealth Management - UBS Financial Services Inc.

1780 Hughes Landing Blvd

The Woodlands, TX 77380
2813626356

Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417500

Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164400

George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900