LW
Lesli Wheeler
Client Relationship Manager at Granite Harbor Advisors
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Work Experience
Client Relationship Manager
Feb 2019 - Present · 5 years and 11 months
modern charm realty
Licensed Realtor
Sep 2017 - Present · 7 years and 4 months
ac property management
Director Of Operations
Mar 2017 - Oct 2018 · 1 years and 7 months
Company Details
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.
Year Founded
2002
Social Media
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Industry
Financial Services
HQ Location
10603 W Sam Houston Pkwy N Ste. 450 Houston, Texas 77064, US
Keywords
Financial PlanningEstate PlanningBusiness PlanningGroup InsuranceLife InsuranceEquity InvestmentsFixed Income InvestmentsRetirement PlanningEducation PlanningWealth Transfer
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