Experience
Makes all the difference
Piers has more than 20 years of experience managing portfolios for individuals, families and foundations. Commitment to a high level of service to a select group of clients is what separates Piers from other financial advisors. Piers attended St. Mark's School of Texas and Rhodes College and enjoys spending time with his family. Piers enjoys golf and the arts when he has time.
Education
- CFA Charterholder
- Rhodes College, International Business
Licenses
- Series 66
- Insurance - Life, Long-term Care, Variable Annuities
- Series 7
Registered States:
AR, CA, FL, GA, IL, KS, LA, MA, MD, MI, MO, MT, NE, NY, OH, OR, TX, UT, WA