Brent McIlvain, Financial Advisor located in Southlake, TX

Financial Advisor
Brent D McIlvain

CFP®, CPWA®, AAMS®, CRPC™
241 E Southlake Blvd Suite 140, Southlake, TX 76092opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • College Savings
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Soccer
  • Mountain Biking
  • Community Outreach
  • Golfing

Team Members

  • Angela Travis
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(817) 442-9809

Fax

(877) 673-9142

Office Address

241 E Southlake Blvd Suite 140
Southlake, TX 76092opens in a new window

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