MESSICK PEACOCK & ASSOCIATES - Key Persons
Job Titles:
- CFP® Principal, MPA CERTIFIED FINANCIAL PLANNER
Alex Taylor joined Messick Peacock & Associates in 2015 after meeting David Peacock through a men's fitness group called F3. Alex is now a Principal with MPA and serves our clients as a Lead Advisor. He enjoys working with ambitious individuals and strives to provide confidence for them in their financial life, so that they can accelerate in their career and with their family.
Alex graduated from Wake Forest University with a degree in Economics and a minor in Psychology, and moved to Dallas for his wife, Korrie. They have two children and are members of Park Cities Baptist Church. Alex works out with the men of F3 Dallas religiously and loves to play golf.
This recognition is based exclusively on employee survey results and is given to employers who earn a score of 65% or greater on the GPTW Trust Index TM. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with the Great Place to Work® Institute, Inc.
Ali fulfills the position of an administrative assistant at MPA, where she has a passion for assisting others.. She is a proud University of Texas graduate and a dedicated Longhorn enthusiast. Before transitioning to her current role, Ali dedicated several years to teaching in both Austin and Dallas, utilizing her organizational talents and serving others in a different capacity.
When she's not busy coordinating client meetings, Ali enjoys watching and attending sporting events and cherishes moments with her husband, Lucas, and their three children.
Job Titles:
- COO, Chief Experience Officer, MPA Client Services Manager, RJFS
Anne leads our team's overall initiatives, providing direction for client and employee experience strategy, and operational planning and efficiency. She joined Messick Peacock & Associates in 2021 after achieving many years of leadership experience in a variety of diverse disciplines. She has spent most of her career in banking and has years of experience across various disciplines including client experience, leadership development, change management, operational excellence and compliance management.
Anne is a lifelong learner who believes in continual growth and is committed to helping others reach their goals. She has earned several professional designations, including Certified Client Experience Professional, Certified Change Management Professional, Certified Treasury Professional and Project Management Professional. She holds an MBA in international trade from Texas A&M International University and a BBA in general business from Texas Tech University.
Anne serves on the board of directors of the Texas Business Hall of Fame. In her free time, she enjoys writing, running, reading, and traveling with her family. She is the author of the book, "Unicorn Leadership."
Job Titles:
- CFP®, RICP® Associate Wealth Advisor Certified Financial Planner
- President and Board Chair of the Dallas Executives Association
From his earliest memory, Braden knew he was destined to play for the Dallas Cowboys. He chased his dream to TCU as a walk-on and it was there that he found that God made football players - but he wasn't one of them.
Following his graduation, Braden stayed in the sports world by working in journalism and media relations, but he soon realized what he wanted most in a career was one where he could have a positive impact on people's lives - as a wealth advisor.
More than 16 years later, Braden knows he made the right choice. Ever since, he has been dedicated to helping his clients chart a path to the goals in life that are important to them. As a Certified Financial Planner™ professional, he holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
As a Retirement Income Certified Professional®, Braden advises retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably while maintaining a realistic budget and avoid running out of money prematurely.
He wants his clients to have the freedom to do whatever they are passionate about, confident in knowing their finances are being carefully watched over by him and a team of professionals.
Braden is a naturally optimistic person who inherently believes there's always a way to accomplish a goal. It may take hard work, creativity and time, but he can always figure out a way to help his clients. He also considers his empathy important, as it enables him to relate to what his clients are experiencing.
Braden is a true team player who assists his colleagues in preparing for meetings, responding to clients' requests and reviewing investment strategies and financial plans. He holds Series 6, 7, 63, and 65 securities licenses and his life and health insurance license.
Braden has more than 16 years of experience, 15 of which were spent running his own financial services practice at New York Life. As a sole practitioner for so many years, he was responsible for every aspect of his business and as a result has experience in so many areas.
Braden joined Messick Peacock & Associates in 2022. He is a graduate of Texas Christian University, where he earned a bachelor's degree in journalism. Growing up, he attended the prestigious Greenhill School in the Dallas area and is a proud member of Greenhill's Forever Club.
Braden has served as president and board chair of the Dallas Executives Association, president of the Dallas Agents Advisory Council and a member of the national Agents Advisory Council.
Braden is originally from Dallas and now lives in Plano, Texas, with his wife, Rebecca, and children, Caleb, Landry (yes, after Tom Landry) and Finley.
Braden volunteers at his kids' elementary school and coached his oldest son's baseball team for four years. He is active in his church and Sunday school, and previously taught a Crown Financial Ministries course at the church he attended earlier. In his free time, Braden enjoys watching football, being outdoors and on the water fishing and swimming and attending all of his kids' events - in his words, just living the suburban dad life.
Job Titles:
- Certified Financial Planner
- CFP®, CPWA® Founding Partner, MPA Certified Financial Planner
Chris, a Certified Financial Planner™ professional, who believes that when you're caring for people and money, you're caring for families. His job is making sure that their plan is working and they're always improving. Optimistic, engaging, and empathetic, Chris is all in - in everything he does, be that his dedication to his clients, colleagues, or the community.
Chris is most engaged and satisfied when working with his clients and their tax and legal advisors to craft creative strategies designed to pursue their goals in ways that may not have been previously considered. His goal is to help his clients surpass their expectations and envision a future they maybe couldn't see on their own. He wants to give them their time back and expand their financial capacity to enjoy their freedom.
Chris grew up in Plano, Texas and he holds a bachelor's degree in business administration from Texas A&M University, where he played college baseball. In addition to the CFP™ professional designation, he obtained the CPWA® certification from the University of Chicago Booth School of Business.
Throughout his career, Chris has devoted much time, energy, and effort to supporting causes and organizations close to his heart. He is the founder and a board member of the Sam's Family Fun Day/Sam's Night annual event to benefit Duchenne Muscular Dystrophy research. He is also a dedicated volunteer with Arise Africa and has served on the investment committee of Jesuit College Prep School Foundation and as a board member of Providence Christian School.
Chris and his wife, Meredith, are the proud parents of three children and enjoy various activities together. In his free time, Chris is an avid runner, college sports enthusiast, and engages in his interests of snow skiing, hiking, golf, and reading.
Job Titles:
- CEO and Managing Partner of Messick Peacock
- CEO, Partner, MPA Senior Wealth Advisor, RJFS
David Peacock is the CEO and Managing Partner of Messick Peacock and Associates. David has a distinct creative perspective that he inherited from his mother-a professional artist. He looks at situations differently and strives to see things from a client's point of view. He is a visionary who is continually planning for the future. He believes a person should never stop growing-and takes intentional steps each day to improve himself and the lives of others.
David is on the Board of Directors for Texas Business Hall of Fame and is on the Board of Trustees for Forefront Living. He enjoys being active-playing golf, skiing, yoga, general exercise, and reading. In addition, he is a proud graduate of Southern Methodist University. He embraces life with his wife, Laurie, and their three children.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Messick Peacock & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.
Job Titles:
- Marketing Coordinator, MPA Marketing Assistant, RJFS
Job Titles:
- Registered Representative