Byron Freeman Email & Phone Number

We prioritize working closely with you to gain a deep understanding of your priorities and your family's needs. This personalized approach enables our team to offer tailored advice and support to assist you in achieving your goals and aspirations.My dedicated team is committed to providing you with a comprehensive investment strategy encompassing tax minimization and estate planning. Furthermore, you will have access to the tools and resources of our Merrill specialists, who can help with any banking or borrowing requirements you may have. All these services are at your disposal to help you preserve and grow your wealth.

Fort Worth, Texas

Analyzed and gained and in-depth understanding of client's financial needs which led to significant cost savings.Evaluated, negotiated over approximately 10 to 15 million in qualified new assets into the firm on a quarterly basis.Led a focused team on a weekly basis that would discuss ways to simplify the onboarding process for new business which led to a cost savings of 250K quarterly.Negotiated with small business owners’ 401k retirements plan administrators for consolidations of additional assets.

Fort Worth, Tx

Dallas/Fort Worth Area

Insurance Solutions and Financial Services focusing on assisting Educators and Non Educators with their insurance and retirement needs. Through our "Partners In Education" programs we work with area schools and educational organizations to help with specific on-campus challenges such as student attendance, teacher recognition and educational seminars. Specialties Auto Home and Life Insurance, Long Term Care, and a full range of Investment and Retirement Products

Assist clients by answering questions and/or email regarding accounts, policies, services and available products.Place equity, option and mutual fund trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions. Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools. Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.

Prospect in and out of the assigned branch/cluster to bring in new business customers, and develop and work Centers of Influence to expand the customer base.Completely profile new and existing customers to ensure cross-sell of deposits, credit, convenience and personal products. Follow up on all business accounts to ensure we have captured the full opportunity.Identify Consumer product opportunities among business owners and refer to Personal Bankers or other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the Relationship Manager Channel