Experience

Makes all the difference

The Austin, Texas Branch is home to some of the most talented and successful Advisors in the area, five of whom have been recognized by Barron´s as tops in their field. Our branch at a glance: – 54 senior Financial Advisors – 7 Wealth Advisors in the branch – 5 Private Wealth Advisors in the branch – Approximately $6.1 billion in assets under management – Approximately $55 million in total revenues – 120 years of combined management team experience – 31% of FAs achieved club status – 65% of FAs are quintile 1 & 2

Scott Skinner

Executive Director

Market Director

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MD
  • ME
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Heather Dempsey

Director

Admin Manager

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Carol Eriksen

Director

Supervisory Officer

Registered States:
  • TX
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

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Elizabeth German

Branch Office Administrator

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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