Cleros Wealth Partners, LLC

Robert Packer is a financial advisor at Cleros Wealth Partners, LLC with 28 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. Outside of his advisory work, he serves on the board of directors for the Tarrant County Healing Shepherd Clinic and has held leadership roles at Fort Worth Country Day School. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious approach that integrates fundamental, technical, and cyclical analysis alongside diversified asset allocation and third-party manager monitoring.

Barbara Bodon is a financial advisor at Cleros Wealth Partners, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 26 years prior to joining Cleros in 2026. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm employs a long-term, value-conscious approach combining fundamental, technical, and cyclical analysis, with an emphasis on diversified asset allocation and periodic rebalancing.

Grace Wynne is a financial advisor at Cleros Wealth Partners, LLC, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at UBS Financial Services, Prosperity Bank, and BOK Financial – Bank of Texas. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services and manages separately managed accounts for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis with a long-term, value-conscious approach that emphasizes diversified asset allocation, periodic rebalancing, and third-party manager selection and monitoring.

Marlie Thomas is a financial advisor at Cleros Wealth Partners, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for 23 years. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services and manages separately managed accounts for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious approach that integrates fundamental, technical, and cyclical analysis along with diversified asset allocation and third-party manager selection.

Robert Kight is a financial advisor at Cleros Wealth Partners, LLC in Fort Worth, TX, holding Series 63 and Series 65 designations with 27 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Purshe Kaplan Sterling Investments and Cleros Wealth Partners. He serves as Treasurer for Hillside Community Church. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm employs a long-term, value-conscious approach that combines fundamental, technical, and cyclical analysis with diversified asset allocation and third-party manager selection.

George Marlow Jr. is a financial advisor at Cleros Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Freehouse Capital Partners, and Citigroup. In addition to his advisory role, he is the proprietor of Marlow Mining LLC, which operates bitcoin mining equipment. Cleros Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, and other entities. The firm employs a value-conscious investment approach that integrates fundamental, technical, and cyclical analysis with diversified asset allocation and third-party manager selection.

Alexander Armstrong is a CFP® with 26 years of industry experience, currently with Cleros Wealth Partners, LLC. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for The Armstrong Foundation, a private family educational foundation, and is a member of the board of directors for the Lena Pope Home, a local charity focused on children and families, where he chairs the program committee. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm applies a combination of fundamental, technical, and cyclical analysis within a long-term, value-conscious framework, emphasizing diversified asset allocation and third-party manager oversight.

Angela Bentley is a financial advisor with Cleros Wealth Partners, LLC, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at UBS Financial Services from 2015 to 2026 and Merrill from 1998 to 2015. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious investment approach that combines fundamental, technical, and cyclical analysis, with an emphasis on diversified asset allocation and third-party manager oversight.