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TOP 30 Professional investment advisors in Dumas, TX
3 results found
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Cetera Investment Services
Cetera Investment Services is a finance institution located at 500 East 1st Street in Dumas, Texas, United States. They offer a wide range of investment services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cetera Investment Services provides personalized financial advice and strategies to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Cetera Investment Services is dedicated to helping you succeed.
Dumas Capital Partners
Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.
Dumas Capital Partners
Dumas Capital Partners is a leading finance institution located at 405 South Elm Street in Denton, Texas, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
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