Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$257,179,879
ClientsTotal clients
772
AdvisorsAdvisors at this office
2
Of 94 advisors across 40 offices
HNW client ratio
—
Location
1616 S Voss Road, Suite 500
Houston TX 77057
Advisors at this office
2
Advisors at this office
George K
ChFC®, Series 63
Houston, TX
W&S BROKERAGE Services, Inc.
George Kay is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with W&S Brokerage Services, Inc. and Western & Southern Life, where he holds the position of Divisional Vice President. Prior to this, he worked at Nylife Securities Inc. and New York Life Insurance for 24 years. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers the W&S Wealth Solutions wrap-fee asset allocation program. The firm serves individual clients, retirement plans, and institutional accounts using a model-based, discretionary investment process supported by sub-adviser Fort Washington Investment Advisors.
Rene T
ChFC®, Series 63, Series 65
Houston, TX
W&S BROKERAGE Services, Inc.
Rene Tamez is a financial advisor with W&S Brokerage Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and currently serves as a full-time agency manager at Western and Southern Life. His prior work includes roles at multiple financial services firms such as Thrivent Financial and Allstate Insurance. W&S Brokerage Services, Inc. is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering a model-based, discretionary investment approach through its W&S Wealth Solutions wrap-fee program. The firm serves individual clients, retirement plans, and institutional accounts, combining investment management with broker-dealer and insurance activities across a broad branch network.
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