Dallas based 25+ year financial services executive committed to assisting families in need of integrity, trust and discretion. Former member of the NYSE, President of Standard & Poor's Securities, Global Sales Head - Standard & Poor's Information Services, COO/CFO for an East Coast Investment Manager and a Trusted Advisor and Consultant now focused on helping Texas individuals and families fulfill their wishes. Series 7, 24, 63 and 65 (not current)
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
No
Services Offered
Trustee, Trustee - Co-Trustee, Family Office Advisor, Estate Executor / Administrator
Types of Trusts / Specialties
Businesses in Trusts, Directed Trusts, Discretionary Trusts, Alternate Assets (i.e. art, crypto)
