Gibson Wealth Advisors, LLC

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Raymond Cozby III is a financial advisor at Gibson Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Gibson Wealth Advisors since 2017. Outside of his advisory role, he also serves as a managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Gibson Wealth Advisors serves individual and high-net-worth clients, mainly those at or near retirement, offering comprehensive financial planning and discretionary investment management. The firm employs an evidence-based investment approach using primarily Vanguard index mutual funds and ETFs, while also providing supplemental services such as Medicare consulting and coordinated tax-preparation assistance.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors serves individual and high-net-worth clients, primarily those at or nearing retirement, offering comprehensive financial planning and discretionary investment management. The firm follows a Modern Portfolio Theory-based approach using Vanguard index funds and ETFs, and provides additional services including Medicare consulting, estate-planning documentation, and retirement plan management.