Financial Services - Advisor
The Moon Group is a wealth management team that focuses on the needs of ultra-affluent executives, entrepreneurs, and private equity partners located throughout the United States. As members of the Private Banking and Investment Group at Merrill Lynch, we serve a select group of clients who demand in-depth knowledge, high touch service, and an unwavering focus on their financial priorities.
Prominent Financial Planning is a fee only financial planning firm which means that we do not receive compensation from any source other than our clients. We believe that this helps minimize conflicts of interest and enables us to achieve our mission of truly pursuing our clients’ best interests. We specialize in assisting families, sales professionals and healthcare providers in achieving their financial goals.
We help clients achieve their goals by managing their assets, preserving their wealth and building their legacy. We serve with a consultative approach and put our clients' interests first.
We also believe in giving back to our community.
Raymond James Financial Services Inc., Member FINRA/SIPC
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Financial Planning and Wealth Management
Most people aren't sure if they're on the right track financially. Our P23 Process helps to put all the pieces of your financial puzzle together, allowing you to pursue your work-optional lifestyle. We want our clients to face the future with anticipation, not apprehension.
Schedule your complimentary, no-obligation FIT Meeting today by calling (512) 615-3597, or email: email@example.com
Securities and advisory services offered through LPL
Financial, a Registered Investment Advisor, member FINRA/SIPC
party posts found on this profile do not reflect the views of LPL Financial and
have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am
registered to do business, please visit www.smithwmgtx.com