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Daniel S
Series 63, Series 65
Daingerfield, TX
Sutterfield Financial Group, Inc.
Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.
Brian P
Series 66
Hughes Springs, TX
Thrivent Investment Management
Brian Peters is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at T. Rowe Price from 2012 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.
Bret M
Series 66
Daingerfield, TX
Edward Jones
Bret Mc Coy is a financial advisor with Edward Jones in Daingerfield, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mc Coy is involved in ranching as an owner and partner of JMc Cattle Company in Naples, TX. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.
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