Senior Wealth Investment Counselor
Fisher Investments
Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Lucas joined Fisher Investments in 2020. He has worked in the financial services industry since 2016, with experience at Merrill Lynch and Fidelity. Lucas earned a Bachelor of Arts in Business from Azusa Pacific University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Craig joined Fisher Investments in 2023 and has worked in the financial services industry for more than 10 years. Previously, he worked as an Advanced Financial Planner and Consultant at Hilltop Securities and Gilhang & Hays Financial Management Group. In addition to being a CFP ® professional, Craig earned a Bachelor of Arts and Master of Arts in History from Sam Houston State University and a Master of Theology from Dallas Theological Seminary. Josh Hubman Josh joined Fisher Investments in 2022 and has worked in the financial services industry for more than 15 years. In addition to being a CFP® professional, Josh earned a Bachelor of Science in Finance and Sport Management from SUNY Brockport. Sanford Scott Sanford joined Fisher Investments in 2019 and has more than 30years of legal experience. Previously, he practiced law in Nevada, specializing in estate planning, probate, asset protection and business transactions. Sanford earned a Bachelor of Science, MBA, and JD from Brigham Young University and holds an LLM in Taxation from the University of the Pacific’s McGeorge School of Law. Zane joined Fisher Investments in 2024 as an Estate Planning Professional. Before joining the Fisher team, Zane was in private practice as a Texas attorney for nearly fifteen years. Zane received a bachelor’s degree from Pepperdine University, majoring in political science. He then attended St. Mary’s School of Law in San Antonio, Texas, where he received his Juris Doctorate. Ryder joined Fisher Investments in 2013. In the Portfolio Evaluation Group, Ryder specializes in personalized portfolio analysis and investment strategy recommendations. Associate Investment Counselor Evan joined Fisher Investments in 2022. Before becoming an Associate Investment Counselor in 2025, he served as a Quality Control Associate. Evan earned a Bachelor of Business Administration in Business Analytics from the University of North Texas. Client Services Specialist Logan joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from University of South Florida. Client Services Specialist James joined Fisher Investments in 2024. He earned a Bachelor of Business in Finance from the University of Kentucky. Client Services Specialist Carter joined Fisher Investments in 2024. He earned a Bachelor of Science in Economics from Michigan State University. #J-18808-Ljbffr Fisher Investments
- Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service... ...comprehensive and cohesive approach to addressing all of your wealth management needs. Nick joined Fisher Investments in 2020....SeniorPrivate practice
$85k - $145k
Mercer Advisors in Plano, Texas, is seeking a Wealth Path Wealth Advisor to join their collaborative team. The role involves managing... ...should hold a bachelor's degree and possess strong competencies in investment and tax planning. The position offers a competitive salary...Senior- Kyler Professional Search is looking for experienced Wealth Advisors to join a top-tier wealth management organization in Plano, Texas... ...individuals and families, working alongside specialists in investment management and estate planning. Benefits include a competitive...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients...Senior
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Plano, TX9 hours ago - A financial services firm located in Plano, Texas, is seeking an International Investment Counselor to manage high-net-worth clients from the UK. The role requires building strong client relationships and reviewing investment strategies quarterly. Candidates must have...Suggested
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...clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.... ...investment universe.The Opportunity:As an International Investment Counselor, you are the voice of Fisher Investments to our clients in...Work at officeWork from home- BrokerHunter is seeking Investment Counselors to manage relationships with high-net-worth clients. Your role will involve educating clients on investment strategies and conducting quarterly reviews to meet their long-term goals. With over 1 year of client-facing experience...
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" Licensed Professional Counselor (LPC) Wage: Up to $112/hour Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates,...Bi-weekly payPrivate practiceHeadway
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...several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank.Credit Monitoring sits within the... Show more Full-time Senior Credit Analyst Commercial, Community & Multifamily Lending.CountryPlace Mortgage, a...SeniorHourly payFull timeContract workTemporary workImmediate startWork from homeWeekend work- ...revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needsAcquires, deepens, and... ...throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...SeniorFull timeWork at officeLocal areaFlexible hoursDay shift
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...regulators and/or law enforcementReports facts of the investigation to senior stakeholders, assisting in identifying potential operational or... ...relevant financial crimes investigations experience, including investment experience/work and/or strong knowledge of investments/...SeniorFull timeWork at officeShift workDay shift
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