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Ted S

CFP®, Series 63

Dallas, TX

Kestra Advisory

Ted Snow is a Certified Financial Planner® with 39 years of experience, currently serving as an advisor at Kestra Advisory since 2016. He also leads Snow Financial Group, which he founded in 2006. Outside of his advisory work, Snow is co-owner of Snow Educational Resources Associates, LLC, which provides biblically based learning materials internationally, and he is an author. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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