Fort Worth, TX Office

Team
Updated today

Client AUM

$11,021,032,649

Clients

4,329

Advisors

3

Of 81 advisors across 26 offices

Location

777 Main Street, Suite 2000

Fort Worth TX 76102

Advisors at this office

3

Advisors at this office

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Ashley F

CFP®

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Ashley Furlong is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, IMG Financial Group, and positions in education at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, consulting, and family-office services, managing approximately $12 billion in assets and integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Adam F

CFP®

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Adam Farag is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with approximately two years of experience. Prior to joining Forvis Mazars Wealth Advisors, he worked at FORVIS Wealth Advisors and Kohls, and he also has a background at Texas A&M University. Forvis Mazars Wealth Advisors is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP, providing comprehensive financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages about $12 billion in assets and integrates financial planning with wealth management while leveraging its affiliation with a national accounting and professional services parent.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Laura T

Series 63, Series 65

Fort Worth, TX

Forvis Mazars Wealth Advisors, LLC

Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at BKD Wealth Advisors, Diversified Investors Securities Corp., and TransAmerica. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and retirement plan consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
View complete list of advisors at this office
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