Mcelhenny Sheffield Capital Management

Financial Services - Dallas, TX, US

Mcelhenny Sheffield Capital Management Employees
Taylor Bledsoe

Director

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Ryan McKee

Financial Analyst/Advisor,

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Grant Morris

Tactical Money Manager

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Jesse Hauptrief

Investment Advisor Representative

Contact Jesse Hauptrief

Gary Jackson

Wealth Advisor and Portfolio Manager

Contact Gary Jackson

Greg Morris

Senior Advisor

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Todd Terry

director of operations and financial advisor

Contact Todd Terry

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Mcelhenny Sheffield Capital Management Details

McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide Financial Planning, Social Security Optimization, Tax Planning, Estate Planning Review, and Charitable Giving Review. We specialize in Tactical Asset Management and offer a number of options based strategies including Covered Calls, Cash Covered/Naked Puts, Concentrated Position Management, and multi-leg options strategies.

Mcelhenny Sheffield Capital Management logo, Mcelhenny Sheffield Capital Management contact details
Website: mscm.net
Employees: 20 - 49
HQ: 214-922-9200
Location: Dallas, TX, US
Revenue: 1 - 2.5 Million
Wealth Management Financial Planning Money Management Options Trading Financial Services Financial Advisory Services
Mcelhenny Sheffield Capital Management Technologies
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