Gilbert Herrick-SWS Financial Services

SWS Financial Inc, operating under Hilltop Securities Independent Network, is a team of independent Investment Consultants dedicated to understanding clients' financial needs and crafting personalized plans to achieve long-term goals. With a roster of experienced professionals including Gerald Finley, David Abdulky, and Jim Copple, the firm offers a comprehensive range of services from securities and equities to insurance and retirement planning. Specializing in asset management, investment planning, and wealth protection, SWS Financial Inc provides tailored solutions for clients seeking to secure their financial future. From education funding to estate planning, the team offers expertise in a variety of areas to help individuals navigate the complexities of financial management with confidence and success. Generated from their website's infomation

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Founded in 1969, Morgan Keegan & Company is a full-service investment banking, securities brokerage, and wealth and asset management company. The company maintains more than 400 offices in over 15 U.S. states. With a work force of nearly 4,500 employees, it serves the financial needs of individual investors, and corporate and institutional clients throughout the United States. Headquartered in Memphis, Tenn., Morgan Keegan & Company offers a range of consumer and commercial banking products and services. It provides insurance products, such as annuities, stocks, bonds, and exchange and hedge funds. The company also offers financial, retirement and estate planning services. It is a subsidiary of Regions Financial Corporation, which has approximately $140 billion in assets. Morgan Keegan & Company maintains a presence in Dallas.