Wealth Management Advisor
Previous career was as a Manager of Information Technology field for 17 years with the largest Electric Utility company in the southwest. He started his career in the life insurance industry in 1991.
His firm specializes in investment and retirement planning.
George has accumulated extensive experience in various capacities over 28 years in the financial services industry. Prior to becoming an Independent Advisor with LPL Financial six years ago,
a) Served as President and Financial Advisor at JPMorgan Chase.
b) Vice President and Financial Advisor at Morgan Stanley.
c) Division Manager at Waddell Reed Financial Advisors.
d) General and Area Manager at AIG Investments, based in San Antonio with offices in Austin, El Paso, Uvalde, Eagle Pass, Del Rio. Laredo and McAllen.
George specializes in annuity taxation and contract structure, 1035 exchange suitability, income planning for retirees, asset allocation and qualified retirement plans, to name a few. He has a passion and commitment for providing exemplary service and support.
George serves as a board member for a local credit union and board member for Guiding Star/Pro-life pregnancy and health center.
George and his wife, Rose are in Private Practice in El Paso. They have four grown children and 7 grandchildren with exceptional abilities. They enjoy traveling, riding motorcycles, reading and spending time with each other and playing an occasional round of golf.
Bachelor of Business Administration,
Securities Licenses; Series 6, 7, 66, and Series 31
Insurance Licensed in Texas, New Mexico, Arizona and Colorado.
They regret not being able to attend this event due to a prior commitment to attend a three day wedding (?) for a client’s daughter in San Miguel Allende in Guanajuato, Mexico and spending time in Mexico City prospecting for new clients.