Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David V
Series 63
The Woodlands, TX
Avior Wealth Management, LLC
David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.
Daniel B
Series 65
The Woodlands, TX
Avior Wealth Management, LLC
Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.
Morris M
Series 63, Series 65
The Woodlands, TX
Avior Wealth Management, LLC
Morris Monroe is a financial advisor at Avior Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Navigator Securities Ltd and Woodlands Asset Management Inc. Monroe also serves as a director at Woodlands Financial Services and is a co-member of Timberloch Capital LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies and offering a range of services including comprehensive financial planning and business consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters