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Maria L

Series 66

Angleton, TX

LPL Financial

Maria Lewis is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial and TDECU in various roles since 2018. Maria is also involved with TDECU Wealth Advisors, a DBA associated with LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across diverse asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin C

Series 63, Series 65

Angleton, TX

LPL Financial

Kevin Coffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at PNC Investments, BBVA Compass Insurance Agency, and MetLife Securities. He is also involved with Texas Dow Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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