LPL Financial

Money Concepts International, based in Corpus Christi, TX, positions itself as a dedicated partner for financial professionals, tax specialists, and financial institutions seeking to enhance their business potential. The firm emphasizes a supportive environment where advisors feel valued and equipped with the right tools and strategies to thrive in their practices. With a commitment to fostering long-term relationships, Money Concepts aims to ease the daily stresses of financial advisory by providing tailored solutions and insights. Their goal is to empower advisors to make informed decisions while achieving both personal and professional fulfillment through sustainable growth opportunities. Generated from the website

UBS Financial Services Inc. is a leading financial advisory firm in Corpus Christi, TX, dedicated to building lasting relationships with their clients. With a team of experienced financial advisors, they provide customized strategies and quality client service to help individuals and organizations pursue their life goals and confidently plan for their financial futures. With over 25 years of experience in the financial services industry, Brady Blackwelder, the Associate Market Executive, supports the management of the Corpus Christi office and is passionate about delivering the firm's capabilities, expertise, and solutions to their valued clients. Kim R. Sheets, a First Vice President Wealth Management Financial Advisor, brings more than 30 years of experience to his practice, focusing on wealth accumulation, portfolio preservation, and income distribution planning. Farhood Fred Kasiri, a Senior Vice President Wealth Management Financial Advisor, has been practicing wealth management tailored to individual circumstances for over 38 years and is recognized as a Wealth Advisor, providing highly personalized wealth management services.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.