FINANCIAL ADVISOR
CallSend Me a MessageChris Gleason
CEPA®
4869 Williams Dr, Building 1 Suite 101, Georgetown, TX 78633opens in a new windowAccepting New Clients
Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Basketball
- Community Outreach
- Pickleball
- Spending Time with Family
Team Members
- Tracy DrewittBranch Office Administrator
- Sunny McDaniel-GebhartSr. Branch Office Administrator
- Esther HooperBranch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
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