portrait of Karen D McClary
FINANCIAL ADVISOR

Karen D McClary

AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Reading
  • Walking

Team Members

  • Stacy Galbraith
    Sr. Branch Office Administrator
  • Miranda Vasquez
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

Phone

(972) 227-7467

Fax

(800) 281-1579

Office Address

105 Ovilla Creek Ct Ste 300
Ovilla, TX 75154opens in a new window

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