JD
Joseph Dyal
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Work Experience
Principal
Jun 2014 - Present · 10 years and 6 months
Estate Planning Advisor
Aug 2007 - Jun 2014 · 6 years and 10 months
Company Details
Franklin, Parlapiano, Turner & Welch is an independent SEC-registered financial planning firm that serves high net worth clients, primarily in the oil and gas industry. Specializing in current employees and retirees from ExxonMobil, ConocoPhillips, and Phillips 66*, their firm delivers comprehensive, objective, and fee-only advice. Franklin, Parlapiano, Turner, & Welch is a team of nine professionals, including four advisors and five full-time employees, that all work to help clients develop comprehensive wealth management solutions. They serve approximately 100 families and manage approximately $575 million in assets.
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services
HQ Location
15115 PARK ROW HOUSTON, Texas 77084, US
Keywords
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