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Barbara S
Series 65
Dallas, TX
Concorde Investment Management
Barbara Spicer is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She has been with Concorde Investment Management since 2014. Concorde Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, managing separately managed accounts and serving as adviser to an in-house mutual fund while offering consulting related to private pooled investment vehicles.
John S
Series 63, Series 65
Dallas, TX
Concorde Investment Management
John Stetter is a financial advisor at Concorde Investment Management in Dallas, TX, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Concorde Investment Management since 1994. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, offering tailored asset allocations and managing both discretionary and non-discretionary accounts, including an in-house mutual fund and consulting services for private pooled investment vehicles.
Gregory W
Series 65
Dallas, TX
Concorde Investment Management
Gregory Wood is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Concorde since 2014. Concorde Investment Management is a registered investment adviser managing approximately $376 million for around 125 clients, including individuals and various legal entities. The firm uses a value-and-income investment approach with fundamental analysis to build diversified portfolios, offering both discretionary and non-discretionary portfolio management and financial planning services.
Gary W
Dallas, TX
Concorde Investment Management
Gary Wood is a financial advisor at Concorde Investment Management with 33 years of industry experience. He has been with Concorde since 1981. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach with a focus on fundamental analysis, managing separately managed accounts and advising an in-house mutual fund, while also offering consulting services related to private pooled investment vehicles.
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