FINANCIAL ADVISOR
CallSend Me a MessageFrank S Aswad
CEPA®, AAMS™, CRPC™, AWMA™
714 Centerpark Dr Suite 120, Colleyville, TX 76034opens in a new windowServing clients with $1,000,000
Focus Areas
- Corporate Executives
- Charitable Giving
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™AWMA™
Accredited Wealth Management Advisor™
Personal Interests
- Spending Time with Family
- Personal Fitness
- Music
- Fishing
- Football
Team Members
- Dodge BrownAssociate Financial Advisor
- Savera ManikSr. Branch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
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