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Donald L

CFP®, ChFC®, Series 65

Dallas, TX

Murphy & Sylvest

Donald La Grange is a financial advisor with Murphy & Sylvest in Dallas, TX, holding CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Murphy & Sylvest, he served in the United States Army for 21 years. He also owns a service-disabled veteran-owned entity in Texas used for insurance residual income. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach with a focus on long-term buy, hold, and rebalance strategies, incorporating fiduciary analysis and multiple investment methodologies.

Annuities Tax-loss harvesting Private / alternative investments
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Wesley M

Series 65

Dallas, TX

Murphy & Sylvest

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Annuities Tax-loss harvesting Private / alternative investments
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Susan S

Series 63, Series 65

Dallas, TX

Murphy & Sylvest

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

Annuities Tax-loss harvesting Private / alternative investments
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Gabriel N

Series 63, Series 66

Dallas, TX

Murphy & Sylvest

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, using a disciplined, long-term investment approach that incorporates strategic asset allocation and both fundamental and quantitative analysis.

Annuities Tax-loss harvesting Private / alternative investments
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Elizabeth S

CFP®, Series 65, Series 66

Dallas, TX

Murphy & Sylvest

Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving at Murphy & Sylvest in Dallas, TX. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President on the Board of Directors for For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that integrates strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold strategy.

Annuities Tax-loss harvesting Private / alternative investments
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Paul N

CFA®, Series 63, Series 66

Dallas, TX

Murphy & Sylvest

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

Annuities Tax-loss harvesting Private / alternative investments
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Thomas M

CFP®, ChFC®, Series 63

Dallas, TX

Murphy & Sylvest

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Annuities Tax-loss harvesting Private / alternative investments
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