WHY WORK WITH US:
I started at Edward Jones in 2003 after graduating from Texas A&M University and in 2008, I became a limited partner with the firm.
Since then, I have hired an outstanding, motivated, detail-oriented, customer-minded branch team, Megan McCoy and Melanie Goodwin.
My mission is to help affluent investors continue, maintain and improve their hard-earned standard of living for the rest of their lives and pass that legacy on to their family.
WHAT WE DO:
I focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families and individuals.
Working with you and your CPA, estate planning attorney, insurance specialists and other professionals, I can help determine the most appropriate financial strategy for you, your family and your business.
We use an established process to gain a detailed understanding of your values and goals.
Together, we can assist you with items including, but not limited to…
-Retirement savings strategies
-Receiving an inheritance
-Saving for the dream vacation home
-College savings plans for kids or grandkids
-Long-term care for later in life
-Life insurance to plan for the unexpected
-Leaving a legacy
WORK WITH ME TO:
-Develop, implement and monitor a comprehensive wealth strategy.
-Help you make sound financial decisions in today's uncertain political, economic and social environment.
-Obtain a confidential, no-obligation second opinion and investment strategy review from a seasoned financial advisor.
CALL TO ACTION:
Let’s connect and schedule a confidential, no-obligation deep dive into your finances today.
I am very involved in the Brenham community, serving on the board at Camp for All.
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Phone NumberBrice Milliorn at (979) 836-1730
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