Individual clients in Southlake, Texas

Merrill Lynch Financial Advisor Scot Rogers, located at 286 Grand Avenue, Southlake, Texas, is a finance institution that offers wealth management strategies and investment services to individuals, families, and business clients. With over 30 years of experience in the financial services industry, Scot Rogers and his team aim to simplify clients' lives by helping them make informed financial decisions based on personalized plans designed to achieve their goals. Scot holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, ensuring that clients receive expert advice and guidance. By getting to know each client personally, Scot and his team develop customized financial approaches that reflect individual needs, priorities, and financial situations. With access to the global resources of Merrill Lynch, clients can expect comprehensive financial solutions tailored to help them achieve their goals. Whether planning for retirement, funding education, or managing wealth for future generations, Scot Rogers and his team are committed to building strong client relationships based on trust and personalized service.

Cornerstone Wealth Strategies is a premier financial institution located at 2273 East Continental Boulevard in Southlake, Texas. As a leading provider of wealth management services, we specialize in helping individuals and families create and preserve their financial legacies. Our team of experienced financial advisors works closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our dedicated professionals are here to help you navigate the complexities of the financial world. Trust Cornerstone Wealth Strategies to be your partner in achieving financial success and security.

Carson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives. As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.

As a part of Merrill Lynch Wealth Management, the financial advisor Robert C Burns at 286 Grand Avenue, Southlake, Texas, is dedicated to building strong client relationships based on trust and personalized service. With the support of Merrill's global resources, Robert and his team of experienced individuals focus on understanding your family, goals, and priorities to create a personalized financial plan tailored to your needs. They aim to help you manage, grow, and preserve your wealth while addressing your financial goals and managing investment risk. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, they can develop a customized plan centered on your aspirations and help you stay on track to achieve what's most important to you. With access to investment insights and banking solutions, Robert C Burns and his team are committed to helping you reach your financial goals and live your best financial life.

TL Private Wealth is a premier financial institution located in the heart of Southlake, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships based on trust and transparency, we offer a comprehensive suite of financial planning and investment solutions tailored to meet our clients' unique needs and goals. At TL Private Wealth, we strive to empower our clients to achieve financial success and peace of mind. Visit us at 165 South Kimball Avenue to learn more about how we can help you secure your financial future.

Strategic Legacy Partners is a renowned institution located at 180 State Street in Southlake, Texas, United States. We specialize in providing expert guidance and support to individuals and families in managing and preserving their wealth for future generations. Our team of experienced professionals offers personalized strategies tailored to each client's unique financial goals and objectives. With a focus on long-term success and legacy planning, Strategic Legacy Partners is committed to helping our clients build a lasting financial legacy for generations to come.

The Agathos Group - Morgan Stanley is a prestigious financial institution located at 1400 Civic Place in Southlake, Texas, United States. Specializing in wealth management and investment services, the institution offers expert financial advice and solutions to help clients achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, The Agathos Group - Morgan Stanley is a trusted partner for individuals and businesses seeking to secure their financial future.

Howard Wealth Management of Raymond James is a premier financial institution located in Southlake, Texas. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. With our personalized approach and commitment to excellence, we strive to provide our clients with the highest level of service and expertise. Visit us at 1130 North Carroll Avenue to learn how we can help you navigate the complexities of the financial world and achieve financial success.

Dauti Wealth Management of Raymond James is a leading finance institution located at 115 Grand Avenue in Southlake, Texas, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each individual's unique needs. With a commitment to excellence and a focus on client satisfaction, Dauti Wealth Management of Raymond James is your trusted partner in financial success.

Merrill Lynch Financial Advisor Michael P Tomkins is a finance institution located at 286 Grand Avenue, Southlake, Texas, United States. They specialize in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work to help clients pursue their goals through personalized wealth management strategies. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and priorities, they design personalized financial approaches to help achieve financial goals while managing investment risk. The institution offers a range of services including investment advisory, financial planning, and more. The goal is to help clients stay on track to achieve what matters most to them, no matter how their life or the financial markets may change over time. With a focus on personalized service and understanding each client's individual financial situation, Merrill Lynch Financial Advisor Michael P Tomkins aims to help clients live their best financial life.

Howard Terrell Jr CPA Firm and Wealth Management is a reputable institution located in Southlake, Texas. Specializing in accounting and finance services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Howard Terrell Jr CPA Firm and Wealth Management is dedicated to providing top-notch services to individuals and businesses alike. Visit them at 1560 East Southlake Boulevard for all your accounting and wealth management needs.

Merrill Lynch Financial Advisor Marvin Michael Franklin is a dedicated finance institution located at 286 Grand Avenue, Suite 200, Southlake, Texas, United States. With over 35 years of experience in the financial services industry, Marvin and his team of qualified advisors offer personalized strategies and advice to help clients achieve their financial goals. Specializing in wealth management planning, retirement strategies, investment management, and asset allocation, Marvin focuses on building strong client relationships based on trust and personalized service. With a deep commitment to community involvement, Marvin follows the Merrill tradition of giving back to the communities they serve. By understanding each client's goals and priorities, Marvin creates customized financial plans designed to help clients pursue their financial objectives. With access to the global resources of Merrill and Bank of America, Marvin offers comprehensive financial solutions tailored to meet the evolving needs of individuals, families, and businesses. Through ongoing communication, personalized service, and a commitment to continuing financial education, Marvin and his team strive to exceed client expectations and help them achieve their financial goals at every stage of life. Contact Merrill Lynch Financial Advisor Marvin Michael Franklin today to start building a personalized financial strategy that aligns with your goals and priorities.

Merrill Lynch Wealth Management, located at 286 Grand Avenue in Southlake, Texas, is a reputable finance institution catering to individuals, families, business owners, executives, and institutions in both stable and volatile markets. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management expertise. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management prioritize understanding each client's personal and professional goals to create tailored financial strategies. They collaborate with industry analysts and specialists to ensure a comprehensive understanding of each client's financial situation and work towards long-term objectives.

Carmen Smith, Counselor is a trusted mental health institution located at 431 East State Highway 114 in Southlake, Texas, United States. Dr. Carmen Smith offers professional counseling services to individuals seeking support and guidance in overcoming personal challenges and improving their mental well-being. With a compassionate and personalized approach, Dr. Smith is dedicated to helping clients navigate their emotions and develop coping strategies for a healthier and happier life. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Carmen Smith, Counselor is here to provide the support and guidance you need.

Karin Hunt, Counselor is a trusted mental health professional located at 431 East State Highway 114 in Southlake, Texas. As a counselor, Karin provides compassionate and effective therapy services to individuals seeking support with various mental health issues. With a focus on promoting personal growth and well-being, Karin offers a safe and confidential space for clients to explore their thoughts and emotions. Whether you are struggling with anxiety, depression, relationship issues, or simply need guidance in navigating life's challenges, Karin Hunt, Counselor is here to help you on your journey to mental wellness.

Rinnovare Counseling Center is a leading mental health institution located at 231 East Southlake Boulevard in Southlake, Texas, United States. Our dedicated team of licensed therapists and counselors provide a wide range of services to support individuals and families in achieving emotional well-being and personal growth. With a focus on compassionate care and evidence-based practices, we offer individual therapy, couples counseling, family therapy, and group sessions to address a variety of mental health concerns. At Rinnovare Counseling Center, we are committed to helping our clients renew their sense of self and find inner peace.

Paola Strong, Counselor is a trusted mental health professional located in Southlake, Texas. As a licensed counselor, Paola Strong provides compassionate and personalized therapy services to help individuals overcome challenges and improve their overall well-being. With a focus on promoting mental health and emotional wellness, Paola Strong offers a safe and supportive environment for clients to explore their thoughts and feelings. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, Paola Strong is dedicated to helping you navigate through your difficulties and achieve a sense of balance and fulfillment in your life. Visit Paola Strong, Counselor at 431 East State Highway 114 to take the first step towards a healthier and happier future.

Keiera Buckles, Counselor is a trusted mental health professional located in Southlake, Texas. As a licensed counselor, Keiera provides compassionate and personalized therapy services to individuals seeking support and guidance in overcoming personal challenges. With a focus on promoting mental wellness and self-care, Keiera offers a safe and confidential space for clients to explore their thoughts and emotions. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Keiera is dedicated to helping you navigate through difficult times and achieve a sense of healing and growth. Schedule an appointment today at 431 East State Highway 114 to start your journey towards a healthier and happier life.

Zoetry Counseling Group, located at 6021 Morriss Road in Flower Mound, Texas, is a health institution that offers therapy services to individuals in Dallas, TX and surrounding areas. The name "Zoetry" combines the Greek words for "life" and "to make," reflecting our commitment to helping clients create the life they desire through the art of therapy. Our team of licensed professional counselors, marriage and family therapists, and clinical social workers are dedicated to helping you heal, energize, and discover your inner strengths. We offer a personalized approach to mental health treatment, utilizing various methods and tools to support you through every stage of life.

Norma McCarthy, LPC & Associates is a reputable health institution located at 270 Miron Drive in Southlake, Texas, United States. Led by licensed professional counselor Norma McCarthy and her team of associates, this institution offers a wide range of mental health services to individuals, couples, and families. With a focus on providing personalized and compassionate care, the team at Norma McCarthy, LPC & Associates is dedicated to helping clients achieve their mental wellness goals. Whether you are seeking therapy for anxiety, depression, relationship issues, or any other mental health concern, you can trust in the expertise and professionalism of the staff at this esteemed institution.

Therapyxhalle Psychotherapeutic Services is a leading mental health institution located at 180 State Street in Southlake, Texas. Our team of experienced and compassionate therapists offer a range of psychotherapeutic services to help individuals overcome challenges and improve their mental well-being. Whether you are struggling with anxiety, depression, trauma, or relationship issues, our dedicated professionals are here to provide support and guidance. At Therapyxhalle, we prioritize the mental health and overall well-being of our clients, and strive to create a safe and welcoming environment for healing and growth. Contact us today to schedule an appointment and take the first step towards a healthier and happier life.

Mark S. Rider, PhD is a private practice located at 558 Silicon Drive in Southlake, Texas. Dr. Rider has over 25 years of experience specializing in grief and trauma counseling, individual and couples therapy, ADHD assessment, medication management, and amino acid therapy. He currently sees clients both in-office and virtually, accepting various insurances including BCBS, Tricare, UHC, Aetna, and Humana. Dr. Rider, along with Lynn Heselton, M.S., has developed an innovative therapy called Revisioning, which provides rapid relief from complicated grief and PTSD. This technique uses simulated re-attachment to activate the brain's mirror neuron system, effectively reducing symptoms such as depression, flashbacks, nightmares, and anxiety. Revisioning is available in book and Kindle formats, and Dr. Rider also offers CES therapy for the treatment of anxiety, depression, addiction, and pain.

Heart-Care Counseling PLLC is a leading health institution located at 542 Silicon Drive in Southlake, Texas, United States. We specialize in providing expert counseling services for individuals seeking support and guidance in matters related to heart health and emotional well-being. Our team of experienced professionals is dedicated to helping patients navigate through the challenges of managing heart conditions, stress, anxiety, and other mental health issues. At Heart-Care Counseling PLLC, we strive to create a warm and welcoming environment where clients can feel comfortable discussing their concerns and receive personalized care tailored to their unique needs. Contact us today to schedule an appointment and take the first step towards a healthier heart and mind.

John R Thane is a financial advisor at Ameriprise Financial Services, LLC located at 2840 West Southlake Boulevard in Southlake, Texas, United States. John R Thane offers a range of financial services and holds several certifications to provide expertise in various areas of finance. One of the certifications John R Thane holds is the AAMS™ certification, which focuses on asset management and investment concepts for individuals. Additionally, John R Thane is an ADPA™ Accredited Domestic Partnership Advisor™, providing specialized knowledge in wealth transfers, retirement planning, and financial planning for domestic partners.

Edward Jones - Financial Advisor: Justin J Nelson is a reputable financial institution located at 2815 West Southlake Boulevard in Southlake, Texas. Justin J Nelson is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin J Nelson can provide expert guidance and support. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Justin J Nelson is a trusted partner in helping you secure your financial future.

Leon Scheffler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2840 West Southlake Boulevard, Southlake, Texas, United States, offers a range of financial services to help clients achieve their goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of the institution. From insurance solutions to investment products, Ameriprise Financial Services, LLC provides personalized recommendations to suit individual needs. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Investment products are not insured by the FDIC or any federal agency, and involve risks including possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Leon Scheffler is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of financial planning. With a focus on privacy and security, clients can trust in the integrity of the institution. Feel free to refer friends or family members to Ameriprise Financial Services, LLC for expert financial guidance and support.

Joseph Galloway is a financial advisor at Ameriprise Financial Services, LLC located at 950 East State Highway 114, Southlake, Texas, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals and businesses. Joseph Galloway is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals.

Terry Clark - Financial Advisor, Ameriprise Financial Services, LLC, located at 950 East State Highway 114, Southlake, Texas, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their financial goals securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts and potential investment opportunities. Terry Clark, a registered investment adviser with Ameriprise Financial Services, LLC, is committed to helping clients achieve their financial goals and offers securities business in states where properly registered. Clients can expect a professional and confidential approach to financial planning and investment services.

Bryan Clintsman at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on providing objective and independent advice, the Southlake team offers a range of services including retirement planning, investment allocation review, and tax minimization strategies. Specializing in cash flow spending plans, college funding advice, and asset management, the team takes a holistic approach to financial planning to ensure clients make the best decisions possible. With over 20 years of experience serving the Dallas-Fort Worth metroplex, clients can trust the Southlake team to provide personalized solutions tailored to their unique needs and goals. Whether you are looking to save for retirement or maximize the benefits of restricted stock units, the team at Bryan Clintsman at Buckingham Strategic Wealth is here to help you navigate your financial journey with confidence.

Kyle Imhof at Buckingham Strategic Wealth is a finance institution located at 1900 West Kirkwood Boulevard in Southlake, Texas. The Southlake team has years of experience assisting individuals from various backgrounds in achieving their financial goals. They pride themselves on providing a comfortable environment for clients to address complex financial issues. The team takes a holistic approach to financial planning and values objectivity and independence when offering advice. As a fee-only firm, they work solely for their clients' best interests. Formerly known as Clintsman Financial Planning, the Southlake team has been serving the Dallas-Fort Worth metroplex for over 20 years. They offer services such as retirement savings, investment reviews, tax minimization, cash flow planning, college funding advice, and asset management. The team is dedicated to providing a personalized experience tailored to each client's unique needs and goals. Clients can download the "Experience Is Everything" brochure to learn more about becoming a Buckingham client. The team also provides insights on navigating potential policy changes during election seasons and maximizing the benefits of restricted stock units (RSUs). They emphasize the importance of aligning financial plans with personal values to make informed decisions.