Houston, TX West Loop South Office

Aaron Hevle is a financial advisor at World Equity Group, Inc. in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Next Financial Group, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he serves as Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he focuses on business development, transition planning, and executive retention. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning solutions, utilizing both model-based and customized investment approaches.

Leslie Corley is a financial advisor with WORLD EQUITY GROUP, Inc. in Houston, TX, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Edward Jones. She also has periods identified as homemaker during her career timeline. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs and combines discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Lee is a financial advisor at World Equity Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at World Equity Group since 2017. Outside of his advisory role, he volunteers as a podcast host for the Economic Alliance - Houston Port Region and serves as President Elect of the M&A Forum, a networking organization for business professionals. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm employs a risk-tolerance questionnaire to guide asset allocation and offers managed portfolios through discretionary third-party money managers.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining World Equity Group in 2017, he worked at Woodforest Financial Services and Raymond James Financial Services. Outside of his advisory role, he serves as president of Innovation Capital Assurance and SMART Group Houston, and is a partner in Exponent Prosperity Accelerator Advisors, LLC, a business consulting firm. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers portfolio management, financial planning, and access to third-party managers, employing model-based and customized investment strategies across discretionary and non-discretionary accounts.

Douglas Gibson is a financial advisor at World Equity Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PKS Advisory Services, Equitable Advisors, and Axa Advisors. Outside of his advisory role, Gibson is involved in several businesses including serving as Vice President of sales at Exponent Prosperity Accelerator Advisors LLC, focusing on business process improvement and executive retention, and he owns Opp Zone Property Solutions, which helps individuals use tax benefits related to real estate in Opportunity Zones. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

George Abboud is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at World Equity Group, Inc. since 2014. He also holds roles as a registered representative and investment adviser representative at SMART Group Houston and is involved in business consulting through Exponent Prosperity Accelerator Advisors, LLC. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Prangner is a CFP® with 18 years of industry experience, currently serving at World Equity Group, Inc. since 2020. He previously worked at IMG Financial Group and Securian Financial Services INC from 2009 to 2020. Outside of his advisory role, he is involved as Business Development Director at Exponent Prosperity Accelerator Advisors LLC, focusing on business development, transition, and executive retention. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Sami Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining World Equity Group, he worked at Scandrill, Inc. for 13 years. Outside of his advisory role, Abboud serves as Vice President of Business Development at Exponent Prosperity Accelerator Advisors and acts as a fixed life insurance agent with Innovative Capital Assurance. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.