Senior Manager, Chief Compliance Officer at Whitley Penn & Associates - Fort Worth, TX, US
The financial and economic landscapes are constantly shifting. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently.We believe we offer a distinctive and valuable service that enables our clients to enjoy the confidence and comfort that comes from having their investments handled prudently and their financial lives focused, organized and simplified.