Carolyn Mora, Chfc®, Nssa®, Aif®, Cpfa® Email & Phone Number

Irving, Tx, Us

6565 N. Macarthur Blvd. Irving, Tx 75039

I provide financial planning and advisory services for both individuals and business owners that are accumulating wealth and looking for guidance and creative solutions to plan and save for retirement, lower their taxable income, retain and recruit employees and provide benefits for their staff.Our firm's services include: Comprehensive, Personal Financial Planning, Private Wealth Management, Retirement Plan Advisory Services, Group Health Plans, and Executive Services for Owners & Key… Show more I provide financial planning and advisory services for both individuals and business owners that are accumulating wealth and looking for guidance and creative solutions to plan and save for retirement, lower their taxable income, retain and recruit employees and provide benefits for their staff.Our firm's services include: Comprehensive, Personal Financial Planning, Private Wealth Management, Retirement Plan Advisory Services, Group Health Plans, and Executive Services for Owners & Key Employees.Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.Halcyon Wealth Advisors, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not a Certified Public Accounting (CPA) firms.Investor Disclosures: https://bit.ly/KF-DisclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872)www.finra.org www.sipc.org Show less

Irving, Tx

Our firm's services include: Comprehensive, Personal Financial Planning, Private Wealth Management, Retirement Plan Advisory Services, Group Health Plans, and Executive Services for Owners & Key Employees.I am the Client Relations Manager for Halcyon Wealth Advisors, LLC. My emphasis is on client personalized service. I focus on both business development and servicing of qualified retirement plans as well as individual personal financial planning.My role is to maintain and… Show more Our firm's services include: Comprehensive, Personal Financial Planning, Private Wealth Management, Retirement Plan Advisory Services, Group Health Plans, and Executive Services for Owners & Key Employees.I am the Client Relations Manager for Halcyon Wealth Advisors, LLC. My emphasis is on client personalized service. I focus on both business development and servicing of qualified retirement plans as well as individual personal financial planning.My role is to maintain and strengthen the bond between the firm and its existing clients as well as to help develop new business. I bring key insight and focus to the company’s primary client-relation areas, including events, education meetings, plan reviews and individual communications. Show less

Dallas, Tx

Supports advisor in the annual reviews of client portfolios, development of financial plans, client transactions and client inquiries. Provides administrative and client support through organization and efficient handling of all firm's paperwork, client relations, CPA and staff relationships, correspondence and exceptional client service.

Robertson, Griege And Thoele

I am a Front Office Administrator with the highly respected team at Robertson, Griege & Thoele ("RGT"), a Registered Investment Advisory firm located in Dallas, Texas and Newport Beach, California. Founded in 1986, RGT has been serving clients with the highest standards of integrity, excellence, and innovation for over 24 years. RGT is the trusted advisor for select individuals and families who desire a customized approach to their investment management and financial planning needs. RGT… Show more I am a Front Office Administrator with the highly respected team at Robertson, Griege & Thoele ("RGT"), a Registered Investment Advisory firm located in Dallas, Texas and Newport Beach, California. Founded in 1986, RGT has been serving clients with the highest standards of integrity, excellence, and innovation for over 24 years. RGT is the trusted advisor for select individuals and families who desire a customized approach to their investment management and financial planning needs. RGT is a fee-only wealth management firm. RGT's clients are served by a team of specialists focused on creating a plan that reflects their goals and values, while growing and protecting their net worth. RGT meets our clients evolving needs through prompt, attentive, and caring client relationships. By listening before acting, RGT provides advice that responds to a client’s unique situation Show less

Licensed in Property and Casualty; Life and Health.Primary responsibilities include insurance sales, service and claims. Consistently met or surpassed sales expectations, excellent customer service skills. All aspects of office management including payroll and training, processed all compliance audits.