Plano, TX Office

Team
Updated today

Client AUM

$3,078,986,031

Clients

737

Advisors

2

Of 12 advisors across 7 offices

Location

5601 Granite Parkway, Suite/Floor 1300

Plano TX 75024

Advisors at this office

2

Advisors at this office

user avatar

George D

Series 66

Plano, TX

BOK Financial Private Wealth, Inc.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans, managing approximately $3.72 billion as of December 31, 2025. The firm customizes investment programs based on client objectives and risk tolerances, typically focusing on diversified allocations and leveraging integrated relationships with affiliated banking, brokerage, and investment management entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Cash flow / budgeting
user avatar

Andrew H

CFA®, Series 66

Plano, TX

BOK Financial Private Wealth, Inc.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and offers integrated services through its affiliation with a national bank and trust provider.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Cash flow / budgeting
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")