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Cameron Capriotti, CPA, CFP® launches Legacy Chief Financial Office to offer clients a household level CFO approach to Wealth Management.
Legacy Chief Financial Office
Sterling Wealth Advisors proudly announces the addition of Erich Kelley, Wealth Advisor, to its Woodlands office staff.
Nicole Eddy
Children’s Books on Wheels IRS Certified Volunteers Super Tax Day Kick-Off Event launches the tax service provided by Children’s Books on Wheels (CBOW) from 10:00am until 3:00pm at the Montgomery County Memorial Library Conroe Central Location, 104 I-45, in Conroe.
Margie Taylor
Byron Ellis, CFP, CLU, ChFC, CRPC, Managing Director of the financial advisory firm of United Capital The Woodlands (formerly Ellis & Ellis), has announced the addition of Margaret Cutter and Mary Santini as Relationship Managers.
United Capital The Woodlands
Woodlands-based law firms The Stanfield Firm and Dupre Law Offices have merged forming Stanfield and Dupre, PLLC.
United Capital The Woodlands has landed the eleventh spot among the Houston Business Journals’ list of Top 25 Wealth Management Firms and Practices with investment minimums of less than $1 million.
Liz Grimm
To better serve its clients across Houston and around the globe, business law firm Stibbs & Co., P.C. proudly welcomes attorney Jeannette “Jett” Cross to the team.
Stibbs & Co.
Several high school girls learned “Seven Steps You Can Follow Right Now To Become A Millionaire” when Byron W. Ellis recently spoke to the National Charity League’s Bluebonnet Chapter in The Woodlands.
Liz Grimm
HFG Wealth Management, LLC is pleased to announce Matt Harvey, son of Larry Harvey, Founder and CEO, has joined the firm as a Client Services Associate.
HFG Wealth Management
The partners at Martin, Earl & Stilwell LLP (ME&S) announced that partner Michael D. Martin was named a 2018 Super Lawyer and Top Rated Estate Planner and Probate Attorney.
LJF Marketing
Rhame & Gorrell Wealth Management is pleased to announce the addition of three certified financial planners to the team.
Rhame & Gorrell
Alimony is a court-ordered provision in which a spouse is awarded financial support after separation or divorce. In Texas, it's also known as 'spousal maintenance.'
Kim Kyle Morgan, Woodlands Online
Royce Lanning has recently been promoted to Senior Associate Attorney at The Strong Firm, P.C. He joined the business law firm in 2013 as an Associate Attorney.
Liz Grimm
The “FloodPlus” insurance product offers higher coverage limits, a wider scope of coverage, and simpler flood definitions than existing policies that often left homeowners with large voids in their coverage gaps.
The Woodlands Financial Group
The two new members of the firm come from different backgrounds and will serve in diverse roles at Stibbs & Co.
Stibbs & Co.
Rhame & Gorrell Wealth Management Chief Investment Officer Henry Pizzutello said markets have sold off primarily due to concerns about interest rates and fear of inflation.
Kim Kyle Morgan, Woodlands Online
The Woodlands Financial Group, which has been racking up accolades in the past decade, has reached an apex as the State of Texas’ number one ranked Personal Lines agency for providing Homeowners and Auto insurance.
Paul Lazzaro
Bitcoin fever has reached a state of frenzy. There have been spectacular fortunes made in Bitcoin, yet very few people have any real idea exactly what all the fuss is about.
Rhame & Gorrell Wealth Management
With more than 337 branches in 17 states, The Woodlands Financial Group is updating its consumer outreach materials to better reflect the national scope of its business.
For the seventh consecutive year, Rhame & Gorrell Wealth Management Managing Director and Senior Wealth Manager, Jeffrey G. Rhame, CFP®, has received the Five Star Wealth Manager Award featured in The Wall Street Journal and Texas Monthly.
Rhame & Gorrell Wealth Management