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