Midland, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$114,113,897,417
ClientsTotal clients
24,945
AdvisorsAdvisors at this office
3
Of 738 advisors across 95 offices
Location
3100 North A Street, Suite B125
Midland TX 79705
Advisors at this office
3
Advisors at this office
Laurie B
CFP®
Midland, TX
Cerity partners LLC
Laurie Belew is a CFP® professional with 16 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to joining Cerity, she worked at FJY Financial from 2006 to 2022. Outside of her advisory role, she is involved as secretary for family-run businesses engaged in farming, oil royalties, and various investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolio management with a focus on diversified asset allocation and access to alternative and private-market investments.
Aaron C
CFP®, Series 66, Series 63
Midland, TX
Cerity partners LLC
Aaron Curry is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cerity Partners LLC and has held previous positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities.
Grace D
CFP®
Midland, TX
Cerity partners LLC
Grace Dewees is a CFP® affiliated with Cerity Partners LLC in Midland, TX. She has been with Cerity Partners since 2023 and has prior work experience in various customer service and resource-oriented roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services from portfolio management to retirement plan consulting and access to private-market investments.
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