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Mitchell W
Series 66
Palestine, TX
&PARTNERS
Mitchell West is a financial advisor at &Partners with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. West is also the owner of West Financial Group LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and has a dual registration as both a registered investment adviser and a broker-dealer.
Charles B
Series 63
Palestine, TX
&PARTNERS
Charles Bennett is a financial advisor with &Partners and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Bennett serves as a director for the Anderson County Youth Livestock Association and manages a registered Brangus cattle ranch, in addition to holding several volunteer treasurer and elder positions in local community organizations. &Partners serves individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of investment strategies using both proprietary and third-party models and provides services through a dual registration as an investment adviser and broker-dealer.
Ryan L
Series 66
Palestine, TX
&PARTNERS
Ryan Lightfoot is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in community activities, serving on the finance committee of Friendship Baptist Church and as a board member of East Texas Vida Nueva, where he helps coordinate faith-based retreats. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.
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