Experience

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