HOCTOR FINANCIAL GROUP

Originally from Colorado, I became a member of the Houston community in 1994. With a theoretical economics degree from Trinity University, I began my career with Morgan Stanley in 1995. In five years, I established wealth management relationships with well over one hundred accounts. I began to develop my method of maintaining a high level of engagement with each client as years pass... In 2000, I left the firm to offer my clients independent, fee-based investment management. This improved platform served us well in the down market which followed. I received my education as a Certified Financial Planner™ and Accredited Investment Fiduciary® from Rice University. My motivation to receive and maintain these designations is to provide a level of expertise to my clients when examining their overall financial picture. I found myself in clients' living rooms, discussing everything from a possible need for life insurance or a will, to retirement planning - even though I do not "sell" or..

Also known as: Hoctor Financial, Hoctor Financial Group, LLC

Primary location: Austin United States