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Karen M

ChFC®, Series 63, Series 65

Odessa, TX

Uniting Wealth Partners

Karen Mcintyre is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Uniting Wealth Partners since 2024. She previously worked at Raymond James Financial and Raymond James Financial Services Inc. for over two decades. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with a long-term orientation.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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Stephen H

Series 63, Series 65

Odessa, TX

Uniting Wealth Partners

Stephen Hurt is a financial advisor at Uniting Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for a combined 25 years. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s portfolios typically include low-cost, diversified mutual funds and ETFs, with additional options such as individual stocks, bonds, and alternative investments, employing various analytical approaches and long-term strategies.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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