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portrait of Brian Bohr
FINANCIAL ADVISOR

Brian Bohr

AAMS™
10110 Woodlands Pkwy Ste 700, The Woodlands, TX 77382opens in a new window
CallSend Me a Message

About Brian

We strive to help our clients find a balance between planning for tomorrow and still living for today.

Who we serve best:
-Those in or near Retirement
-Young Families

Our Process:
We partner with our clients and other professionals to create a personalized strategy for the goals they wish to achieve. We understand that our client's priorities may change over time. We are committed to a consistent review process that will allow us to track and adjust our strategy accordingly based on events throughout their life.

Our Why:
We hope to build a relationship with our clients that will last through generations. We believe that, with our...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-St LouisBachelor of Arts

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Phone

(281) 363-3819

Fax

(800) 394-2717

Office Address

10110 Woodlands Pkwy Ste 700
The Woodlands, TX 77382opens in a new window

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