About My Practice
Gibson, Greer & Associates is a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Our unique Seasonal Client Servicing approach delivers proactive, flexible and relavant financial decisions. Our practice believes that success comes from defining your goals, then following a disciplined approach. We strive to help you make the right decisions at the right time.
Our goal is to help you achieve your financial objectives - prudently and thoughtfully - through a long-term relationship based on trusted & knowledgeable advice.
Our team of advisors and staff has over 130 years of combined experience in the financial services industry and we have offices in Dallas, Tyler & Lufkin.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CRPC, CLTC
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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