Shelby Holt

Client Services Specialist at Lucien Stirling & Gray Advisory Group Inc - Austin, TX, US

Shelby Holt's Colleagues at Lucien Stirling & Gray Advisory Group Inc
Chris Vasquez

Financial Advisor

Contact Chris Vasquez

Mark Ward

Vice President

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Thomas Twombly

President, Co-Founder

Contact Thomas Twombly

Daisy Lopez

Accountant

Contact Daisy Lopez

Megan Poore

senior financial advisor

Contact Megan Poore

Donna Geery

file clerk

Contact Donna Geery

Bleckley Dobbs

Financial Advisor, Director of Financial Planning

Contact Bleckley Dobbs

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Shelby Holt's Contact Details
Email (Verified)
***@lsggroup.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
512-458-2517
Location
Austin,Texas,United States
Company
Lucien Stirling & Gray Advisory Group Inc
Shelby Holt's Company Details

Lucien Stirling & Gray Advisory Group Inc

Austin, TX, US • 20 - 49 Employees
Financial Services

Lucien, Stirling & Gray Advisory Group, Inc. is built around a team of financial advisors who provide fee-only financial planning and fiduciary level wealth management services to individuals, corporations, trusts and foundations. We believe that intelligent financial advice, offered in the context of real life, is the most valuable service we can provide. Since 1992, we have served prudent, long-term investors who want to maximize their personal opportunities and minimize their financial concerns. We operate as a Registered Investment Advisory firm, located at 4005 Guadalupe Street in Austin, Texas.

Wealth Management Certified Financial Planner (TM) Asset Management Retirement Planning Personal Financial Planning Corporate Retirement Plans Portfolio Management Philanthropy and Planned Giving 401(k) rollover Estate Planning Financial Services Financial Advisory Services
Details about Lucien Stirling & Gray Advisory Group Inc
Frequently Asked Questions about Shelby Holt
Shelby Holt currently works for Lucien, Stirling & Gray Advisory Group, Inc..
Shelby Holt's role at Lucien, Stirling & Gray Advisory Group, Inc. is Client Services Specialist.
Shelby Holt's email address is ***@lsggroup.com. To view Shelby Holt's full email address, please signup to ConnectPlex.
Shelby Holt works in the industry.
Shelby Holt's colleagues at Lucien Stirling & Gray Advisory Group Inc are Chris Vasquez, Mark Ward, Thomas Twombly, Daisy Lopez, Megan Poore, Donna Geery, Bleckley Dobbs and others.
Shelby Holt's phone number is 512-458-2517
See more information about Shelby Holt