The Neches River Wealth Management Group - UBS Financial Services Inc.
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The Neches River Wealth Management Group is a highly experienced financial advisory team based in Beaumont, TX, specializing in retirement and business planning. Led by Wendy Nobles, a Senior Vice President and Wealth Management Financial Advisor with over 25 years of experience, the team is dedicated to providing quality strategies customized to each client's needs, with a focus on long-term relationships and exceptional client service.
Gretchen Hargroder, a Vice President and Wealth Management Financial Advisor, brings nearly thirty years of experience to the team, helping Southeast Texas families navigate retirement planning, generational wealth transfer, and business succession. Ross Jones, also a Vice President and Wealth Management Financial Advisor, is a Certified Exit Planning Advisor and Chartered Retirement Plans Specialist, offering sophisticated advice to business owners and retirees to design and implement strategies for a comfortable retirement. Together, The Neches River Wealth Management Group is committed to helping clients feel confident about their financial future for many years to come.
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