Top multi-state taxation 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 at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment 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 has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

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.

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.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC in Aventura, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach with client-specific investment policy statements, focusing on due diligence and oversight of sub-advisers while managing portions of client assets directly.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.

Victor Quintana is an International Wealth Advisor and partner on a financial services team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2013 and has been in the financial services industry since 2007. Victor serves clients with a global presence including institutions, pension funds, endowments, and families across the United States and abroad, addressing complex wealth management needs. Victor's expertise includes international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works closely with clients to understand their goals and provide guidance on investment management, liquidity, foreign exchange solutions, international trust and estate planning, as well as managing transitional events such as retirement, inheritance, or business sales. Additionally, he facilitates connections with attorneys, accountants, and other advisors to support estate planning and tax strategies. Victor holds a bachelor's degree in finance and investments from Baruch College Zicklin School of Business. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Victor is fluent in English and Spanish. He enjoys biking, boxing, running marathons, skiing, soccer, swimming, traveling, and spending time with his family.

Todd Norris is a CFP® with 17 years of industry experience, currently serving at Mercer Global Advisors following their acquisition of Glass Jacobson Wealth Advisors. He previously worked at Glass Jacobson Wealth Advisors, Facet Wealth, Life Plan Financial, and Prime Investment Advisors. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services such as tax preparation, accounting, business consulting, and litigation support. The firm uses a quarterly-investment committee approach focused on diversified asset allocation, managing accounts on a household basis with both discretionary and limited non-discretionary relationships.