Jeff Horner
Trusted SVP, Wealth Strategist and valuable financial resource to families of high net worth.
- Role
- Wealth Strategist at PlainsCapital Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jeff Horner
Responsible for devising and implementing a comprehensive financial strategy for high net worth families. As a Wealth Strategist for PlainsCapital Bank, I work with my client\'s CPAs, attorneys, insurance agents and other professional advisors to ensure the entire team is working together in tandem.
Experience
Wealth Strategist
Jun 2017 — Present · Houston, TX, US
Education
Baylor University
Bachelor of Business Administration (B.B.A.), Financial Planning and Services / Entrepreneurship
1996 — 2000
Skills
- Estate Planning
- Strategic Financial Planning
- Investments
- Wealth Management Services
- Investment Strategies
- Alternative Investments
- Wealth
- Asset Management
- Series 7
- Investment Management
- Insurance
- Personal Financial Planning
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- High Net Worth Individuals
- Retirement Planning
- Wealth Management
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