Top charitable trusts / foundations financial advisors in Texas

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Amanda Barclay is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career that began in 1999, she guides multigenerational families and corporate executives by offering access to specialized wealth advisory services including executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. She serves clients across various focus areas such as college education planning, family wealth management strategies, legacy planning, and portfolio management services. Amanda's professional journey reflects a commitment to providing thoughtful, personalized financial strategies that align with her clients' unique goals and aspirations. She emphasizes building long-lasting relationships based on trust, integrity, and transparency. Her expertise encompasses supporting individuals and families as they navigate complex financial landscapes to achieve financial freedom through informed choices. She holds the Personal Investment Advisor (PIA) designation and has completed non-accredited certificate programs at Valencia College and Suffolk Community College. Outside of her professional work, Amanda enjoys boating, cooking, reading, running marathons, tennis, and spending time with her family.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.

Rajiv Dixit is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Serenity Capital Advisors Inc., a firm he joined in 2025 after working at Ralph Parks Investment Group LLC for 20 years. Serenity Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment strategies combining technical charting with fundamental, cyclical, and economic analysis, and also delivers ERISA-focused retirement plan services with direct asset management.

Founders Specialist | Global Sports & Entertainment | Managing Director John Mirsepahi is a Senior Portfolio and Wealth Manager at Morgan Stanley Private Wealth Management. With over 30 years of experience, John’s practice focuses on the sophisticated needs of ultra-high-net-worth families, executives, and founders. His career-long expertise has been recognized by industry publications including Barron’s, Forbes, The Financial Times, and The Wall Street Journal. John specializes in two high-complexity areas: • Founders & Private Business Owners: As a designated Founders Specialist, he works with entrepreneurs to navigate pivotal transitions. This includes specialized complex financial planning and the use of options transactions to hedge concentrated positions, ensuring a structured approach to liquidity events and the preservation of multi-generational legacy. • Sports & Entertainment: In his role within Global Sports & Entertainment, he manages the unique financial trajectories of professional athletes and entertainers. This involves comprehensive risk management and strategic guidance throughout every stage of their professional and personal journeys. A passionate investor and lifelong learner, John is a skilled facilitator who enjoys connecting with industry experts to drive insightful collaborations and help others grow their financial, family, and social capital.

Robert Alonzo is a financial advisor with Edward Jones in New Smyrna Beach, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns and manages commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.