In 2001, I began my Edward Jones career as a financial advisor in Colleyville and became a limited partner with Edward Jones in 2006. I attended Texas A&M University and graduated in 1998 with a degree in finance.
I have received numerous awards in my career with Edward Jones. In 2005, the Edward Jones Extra Mile Award was presented to me by then-CEO/Managing Partner Jim Weddle. My peers also voted me the recipient of the Spirit of Caring Award for the Dallas/Fort Worth area financial advisors in 2007, 2008, 2010, 2012, 2016 and 2020. I was voted the Most Admired Financial Advisor in 2016 and 2017 by Edward Jones financial advisors across the metroplex.
From 2011 to 2016, I qualified to attend Edward Jones' Financial Advisor Leaders Conference, an honor reserved for some of the firm's top advisors. From 2017 to 2021, I qualified for the Managing Partner's Conference, an honor reserved for 400 of the firm's financial advisors out of nearly 19,000. At this conference, I was one of only 18 advisors in the entire firm to be recognized for qualifying for two conferences in the same year. This year, I was named among the 2022 Forbes Best-in-State Wealth Advisors [Source: Forbes.com – April 2022; data as of 6/30/21].
I earned the AAMS™, Accredited Asset Management Specialist™, and the CRPC™, Chartered Retirement Planning Counselor™, designations through the College for Financial Planning. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife and I have three children, one in college and two in high school. I attend church at First Colleyville and was asked to serve as our Connect Group leader for our Sunday School class. In addition, I serve on the board of the Greater Dallas/Fort Worth Fellowship of Christian Athletes.
Our senior branch office administrators, Jamie Walker and Becky Gamm, have over 24 years of experience and are dedicated to providing clients with the highest level of service possible.
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberFrank S Aswad at (817) 581-5811
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