Austin
111 Congress Avenue, Suite 1830
Austin, TX 78701
PHONE NUMBER: 512 651-7800
TOLL FREE: 866 514-3187
OFFICE HEAD:
Mark E. Frazier, CFA, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
Suzy Conley, Managing Director & Senior Relationship Manager
John W. Winslow, CFA, Managing Director & Director of Insurance Platform Alliances
Amie A. Hershberger, Vice President & Senior Client Service Manager
LaVern Z. Peña, Vice President & Client Service Manager
Luke A. Peña, Senior Associate & Senior Client Analyst
These professionals also serve clients from this location:
David J. Moody, Senior Vice President