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:
Robert K. Johnson, Senior Vice President & Business Development Officer
M. Ryan Smith, CPWA, Senior Vice President & Senior Relationship Manager
Nicole M. Granger, CTFA, Vice President & Financial Planning Strategist
Amie A. Hershberger, Vice President & Senior Client Service Manager
LaVern Z. Peña, Vice President & Senior Client Service Manager
Luke A. Peña, Associate Vice President & Senior Client Analyst
These professionals also serve clients from this location:
David J. Moody, Senior Vice President & Business Development Officer
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
John W. Winslow, CFA, Managing Director & Director of Insurance Platform Alliances