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Michael N

Series 63, Series 65

Houston, TX

&PARTNERS

Michael Nobles is a financial advisor at &PARTNERS with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory work, he is involved in a family farm and ranch business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and advisory services through a dual registration as both a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Amanda H

Series 66

Houston, TX

&PARTNERS

Amanda Hales is a financial advisor with \u0026Partners and holds a Series 66 designation. She has 18 years of industry experience, including eight years at Wells Fargo Clearing prior to joining \u0026Partners. Outside of her advisory role, she works occasionally as a food delivery contractor and provides dog walking and boarding services. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analyses.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Andrei P

Series 66

Houston, TX

&PARTNERS

Andrei Prada is a financial advisor at &PARTNERS based in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies, providing advisory services through direct management or third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Michael N

Series 63, Series 65, Series 66

Houston, TX

&PARTNERS

Michael Nobles is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a variety of analytic approaches and portfolio management options, including third-party managers, and operates under dual registration as both a registered investment adviser and a broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jo G

Series 63, Series 65

Houston, TX

&PARTNERS

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, alongside proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Elizabeth S

Series 66

Houston, TX

&PARTNERS

Elizabeth Spiller is a financial advisor with \u0026Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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