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Ryan M

CFP®, CFA®, Series 66

Dallas, TX

Vaquero Private Wealth, Ltd.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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John G

Series 63, Series 65

Dallas, TX

Vaquero Private Wealth, Ltd.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Syntal Capital Partners. Vaquero Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, and institutional accounts, utilizing a research-driven approach to construct diversified portfolios across public and private markets.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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Daniel C

Series 65

Dallas, TX

Vaquero Private Wealth, Ltd.

Daniel Carlton is a Series 65-licensed advisor with Vaquero Private Wealth, Ltd. in Dallas, TX, bringing three years of industry experience. He previously worked at Goldman Sachs & Company and AXA Advisors, LLC. Vaquero Private Wealth provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and a variety of institutional and tax-advantaged accounts. The firm constructs customized, diversified portfolios across public and private markets using fundamental, cyclical, and technical research to guide asset allocation and tactical adjustments.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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Jason M

CFP®, CFA®, Series 63

Dallas, TX

Vaquero Private Wealth, Ltd.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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Laura B

Series 63, Series 65

Dallas, TX

Vaquero Private Wealth, Ltd.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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Paul H

CFA®, Series 63, Series 65

Dallas, TX

Vaquero Private Wealth, Ltd.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Private / alternative investments Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Executive Founder/Business Owner
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