Murphy & Sylvest Wealth Management

Murphy & Sylvest Wealth Management

Financial Services 13760 Noel Road 11 employees
Employees
11
Contacts
4
Emails
4
Phones
2

Murphy & Sylvest Wealth Management Overview

Headquarters
13760 Noel Road
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
11
Founded
1987
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Murphy & Sylvest Wealth Management

We provide fee only, comprehensive wealth management strategies including in-depth financial planning and investment portfolio management with a fiduciary promise to always act in our clients’ best interest. Our clients choose us because:  We have the expertise to translate complex financial situations into simplified action plans,  We provide expert wealth management strategies for any size portfolio, and  We are persistent in keeping our clients on track. Murphy & Sylvest Stone Tower 13760 Noel Road, Suite 300, Dallas, TX 75240 Tel: (214) 373­-8362 Fax: (972) 707-0992 Sylvest Advisors, LLC (DBA Murphy & Sylvest ) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © MURPHY & SYLVEST, All Rights Reserved. CRN201310-152267

Murphy & Sylvest Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Murphy & Sylvest Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Paul Nolte, Cfa
Email Phone
Elizabeth Sullivan, Cfp®, Aif®, Aams® Wealth Advisor at Murphy & Sylvest Wealth Management
Email
Donnie Lagrange, Ltc (Ret.), M.ed., Cfp(r), Chfc(r) Certified Financial Planner(tm) & Wealth Advisor at Murphy & Sylvest Wealth Management
Email
Catherine Caddell Chief of Operations
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
General 1 1 1

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