Boerne, TX Office

Team
Updated today

Client AUM

$5,876,687,926

Clients

30,595

Advisors

2

Of 477 advisors across 263 offices

Location

Boerne TX

Advisors at this office

2

Advisors at this office

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Edward T

Series 63, Series 65

Boerne, TX

SPC

Edward Tawney is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2010. Outside of his financial services practice, he is involved in a family business that sells t-shirts and craft items online. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account program and other account platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Paul C

Series 63, Series 65

Boerne, TX

SPC

Paul Carr is a financial advisor with SPC in Boerne, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Sigma Financial Corporation since 2008 and spent 23 years at Pohl & Associates prior to that. Outside of advising, he owns Carr Financial and has experience in insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors, delivering tailored and discretionary investment advice primarily through the SIGMA Managed Account and other programs, with custody and execution services provided through Fidelity/NFS.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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