Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of advisory services, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a range of analytical methods and strategies, including synthetic borrowing and options techniques, to construct tailored portfolios and employs third-party sub-advisors for specialized exposures.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Messina also holds a full life insurance agent license and is involved in selling and servicing fixed insurance products. Messina Wealth Management advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a broad range of analytical methods and incorporates specialized strategies such as synthetic borrowing and options hedging, managing approximately $72 million across about 94 clients.