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Southern Wealth Management, LLP

Southern Wealth Management, LLP specializes in Finance, Capital Markets with 51 employees
  • Overview
  • Org Chart
  • Employees
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About Southern Wealth Management, LLP

Southern Wealth Management, LLP is founded in 2005, operates from its headquarter in 5005 LBJ Freeway, Suite 1313 US,TX,Dallas,75244. The company operates in the Finance, Capital Markets sector. Currently, Southern Wealth Management, LLP is a international company

Southern Wealth Management, LLP specializes in Financial and estate planning, Business succession planning, Tax consulting and compliance, Investment and portfolio management, Life insurance portfolio management, Philanthropic planning, Family office services, Business valuation, Multi-generational wealth management, and offers services including Financial and estate planning, Business succession planning, and Tax consulting and compliance.

Website
http://www.southernwealth.com
Year Founded
2005
Social Media
Linkedin
Company Type
LLC
Total Funding
$1 million
Primary Industry
Finance, Capital Markets
Secondary Industry
Finance, Insurance
HQ Location
5005 LBJ Freeway, Suite 1313 US,TX,Dallas,75244
Expertise
Financial and estate planningBusiness succession planningTax consulting and complianceInvestment and portfolio managementLife insurance portfolio managementPhilanthropic planningFamily office servicesBusiness valuationMulti-generational wealth management
Solutions
Financial and estate planningBusiness succession planningTax consulting and complianceInvestment and portfolio managementLife insurance portfolio managementPhilanthropic planningFamily office services
Keywords
Wealth ManagementFinancial PlanningEstate PlanningInvestment ManagementPortfolio ManagementRetirement PlanningWealth PreservationTax PlanningFinancial AdvisorInvestment Advisor
Southern Wealth Management, LLP Offices

10 Desta Drive, Suite 183W US,TX,Midland,79705

601 Poydras Street, Suite 1855 US,LA,New Orleans,70130

1826 North Loop 1604 West, Suite 260 US,TX,San Antonio,78248

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Southern Wealth Management, LLP Org Chart

Southern Wealth Management, LLP management team includes Cfpâ Dan Drake(Principal), Kelly Pattillo(Partner), Katie Mccloskey(Partner), Michael Horlick(Partner)
Top Executives
4 members
CD
Cfpâ Dan DrakePrincipal at Southern Wealth Management, LLP
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KP
Kelly PattilloPartner at Southern Wealth Management, LLP
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KM
Katie MccloskeyPartner at Southern Wealth Management, LLP
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MH
Michael HorlickPartner at Southern Wealth Management, LLP
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Operations
1 members
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Southern Wealth Management, LLP Email Formats

Southern Wealth Management, LLP uses at least 2 email formats , the most popular Southern Wealth Management, LLP’s email format is {first}{l} (ex. andy{l}@southernwealth.com), used by 33.3% of Southern Wealth Management, LLP work email addresses.
FormatExamplesPercentage
{first}{l}
andy{l}@southernwealth.com
33.3%
{first}.{last}
andy.warhol@southernwealth.com
33.3%
Get Verified Emails for 11 Southern Wealth Management, LLP Employees

Frequently Asked Questions About Southern Wealth Management, LLP

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Southern Wealth Management, LLP Key Contacts
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Southern Wealth Management, LLP Technologies
Southern Wealth Management, LLP is actively using 3 technologies for its website. These include SPF, DMARC.

OPERATIONS

SPF
DMARC

ENGINEERING & TECHNICAL

Microsoft
View all 3 Technologies