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Sally B

Series 63, Series 66

Friendswood, TX

Texas Family Wealth, LLC

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Matthew S

Series 65

Friendswood, TX

Texas Family Wealth, LLC

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Kenneth C

Series 66, Series 65

Friendswood, TX

Texas Family Wealth, LLC

Kenneth Cusick Jr. is a financial advisor with Texas Family Wealth, LLC and holds Series 66 and Series 65 designations. He has five years of industry experience, including four years at Fisher Investments and prior experience at Merrill and The John G. and Marie Stella Kennedy Memorial Foundation. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans, offering discretionary wealth management and financial planning services. The firm employs a primarily long-term, fiduciary-oriented investment approach that integrates fundamental and technical analysis to construct diversified portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Harris H

CFP®, Series 63, Series 66

Friendswood, TX

Texas Family Wealth, LLC

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction costs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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