Achieving these aims begins with a vision statement outlining the family’s values, beliefs and objectives.
$5 million (planning services); $2 million in assets (investment services)
Asset-based and fixed fees, commissions (investment and insurance products)
Morgan Stanley Smith Barney LLC
CPM, Columbia University; MBA, University of Dallas; M&A certification, Northwestern University, Kellogg School of Management; BBA, finance and accounting, University of Texas at Arlington