Mc Kinney, TX East Davis Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Eversource Wealth Advisors, LLC
Multi-team
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About
EverSource serves a mix of individual and institutional clients — including individuals, families, estates and trusts, charitable foundations, broker‑dealers, retirement plans, and other registered investment adviser (RIA) firms and their advisors. The firm provides wealth management, financial planning, investment advisory and consulting services, and also offers turnkey asset management (TAMP), back‑office support and sub‑advisory services to independent RIAs.
EverSource delivers advice through a national network of investment advisor representatives using multiple investment programs — Firm‑as‑Portfolio‑Manager, Advisor‑as‑Portfolio‑Manager, SMA Direct, UMA platforms, a private markets platform, and an OCIO program generally offered to clients with more than $5 million in investable assets. Advisors use an investor profiling process to document time horizon, risk tolerance, tax sensitivity and values, and the firm conducts investment and operational due diligence (including for private market funds) and offers values‑based strategies and Life Impact® Stewardship Planning.
Compared with many peers, EverSource acts both as an adviser to outside RIAs and as a manager of private pooled investments — it sponsored and manages EverSource Capital Access Fund I and operates a private markets platform that includes Brightlight impact investments (with a separate due diligence fee for those offerings). The firm also holds minority or subsidiary interests in technology and service providers (a virtual‑assistant subsidiary and an ownership stake in a digital wealth platform), maintains referral and revenue‑sharing arrangements with cash, trust, and broker/insurance partners, discloses and manages the attendant conflicts of interest, and does not charge performance‑based fees.
Based on Eversource Wealth Advisors, LLC
Expertise
Based on Eversource Wealth Advisors, LLC
Demographic focus
Based on Eversource Wealth Advisors, LLC
Location
300 East Davis Street, Suite 124
Mc Kinney TX 75069
Advisors at this office
3
Advisors at this office
Luke M
Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.
Micky R
CFP®, Series 63, Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Micky Reeves is a financial advisor at EverSource Wealth Advisors, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining EverSource in 2021, he worked for Buckingham Asset Management, LLC from 2013 to 2021. EverSource serves a range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs and private markets platforms, providing tailored advice to clients and advisors nationwide.
Abigail C
CFP®, Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.
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