Linscomb & Williams

Industry: Company

Description

Headquarters: Houston, TX Founded: 1971 Parent organizations: Cadence Bank, Encore Bancshares, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportLinscomb & WilliamsWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Houston, Texas Address: 1400 Post Oak Blvd #1000, Houston, TX 77056 Phone: (713) 840-1000: : Hours: Category: Website: : : : Place name: : Website: http://www.linscomb-williams.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Linscomb & Williams Posting publicly on the Web Write a review Reviews 1 Google review

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Linscomb & Williams Employees

Employee
Years
Job
Industry
Jaquel Rogers Jaquel Rogers Houston, Texas Area Details
Jaquel Rogers's Linscomb & Williams Experience June 2012 - November 2014
Job Senior Associate at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  November 2014 - Present
Linscomb & Williams   June 2012 - November 2014
Marmon/Keystone LLC  August 2011 - May 2012
Cypress-Fairbanks I.S.D.   August 2006 - July 2011

Skills
Mathematics Education, Project Management, Project Coordination, Team Management, Microsoft Office, Building Relationships, Invoice Processing, Mathematical Analysis, Accounts Payable, Portfolio Management, Invoice Verification, Data Analysis, Team Building

Education
Houston Baptist University   2013 — 2014
Master of Business Administration (MBA)

University of Houston   2002 — 2005
Bachelor of Business Administration (BBA), Finance, General

Ashley Emshoff Ashley Emshoff Houston, Texas Area Details
Ashley Emshoff's Linscomb & Williams Experience December 2003 - March 2008
Job Client Account Specialist at One Source Risk Managment and Funding
Industry Insurance
Experience
One Source Risk Managment and Funding   February 2012 - Present
Linscomb & Williams   December 2003 - March 2008
Charles Schwab  January 2001 - January 2003
The Ranch Radio Group KRNH   January 2000 - January 2001
Kerrville Area Chamber of Commerce   January 1999 - January 2000

Education
Schreiner University   1996 — 2001
Bachelor of Arts, Business Administration

Troy Taylor Troy Taylor Houston, Texas Details
Troy Taylor's Linscomb & Williams Experience July 2013 - Present
Job Director at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   July 2013 - Present
Amegy Bank  2003 - July 2013
Amegy Investments   2003 - July 2013
Wells Fargo  2001 - 2003
JPMorgan Chase & Co.   1997 - 2001
Morgan Stanley  1996 - 1997

Skills
Business Strategy, Capital Markets, M&A experience, Cross-functional Team..., Valuation, Financial Analysis, Financial Modeling, Due Diligence, Banking, Business Development, Investment Management, Strategic Financial..., International Business..., International Investment, Investments, Credit Analysis, Negotiation, Private Equity, Corporate Finance, Mergers & Acquisitions

Education
Cornell University - Johnson Graduate School of Management
MBA

Chapman University
BA, Social Sciences (Pre-Law)

Nick Ibanez Nick Ibanez Houston, Texas Area Details
Nick Ibanez's Linscomb & Williams Experience April 2013 - Present
Job Fixed Income Analyst at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   April 2013 - Present
Southwest Securities  March 2010 - April 2013
Municipal Advisory Council of Texas  May 2008 - March 2010

Education
The University of Texas at San Antonio   2003 — 2007
finance

Lauren (Bain) Rich, CFP® Lauren (Bain) Rich, CFP® Houston, Texas Area Details
Lauren (Bain) Rich, CFP®'s Linscomb & Williams Experience October 2013 - Present
Job Financial Planner at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   October 2013 - Present
Linscomb & Williams   June 2012 - September 2013
Linscomb & Williams   February 2011 - May 2012
Monroe Vos Consulting Group, Inc.   July 2008 - February 2011

Education
University of St. Thomas - CFP® Certification Education Program   2011 — 2011

The University of Texas at Austin - The Red McCombs School of Business   2003 — 2007
BBA, Finance

Dee Simper Dee Simper Houston, Texas Details
Dee Simper's Linscomb & Williams Experience February 1998 - Present
Job Client Service Manager at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   February 1998 - Present

Education
Texas Tech University

Ryan Patterson, CFA, CFP® Ryan Patterson, CFA, CFP® Houston, Texas Area Details
Ryan Patterson, CFA, CFP®'s Linscomb & Williams Experience January 2012 - Present
Job Chief Investment Officer at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   January 2012 - Present
UHY Capital Advisors, LLC   February 2006 - January 2012
Envestnet Asset Management  February 2004 - February 2005

Education
Texas State University-San Marcos   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance

Paige Pickar Guinn, CFP® Paige Pickar Guinn, CFP® Houston, Texas Area Details
Paige Pickar Guinn, CFP®'s Linscomb & Williams Experience July 2000 - August 2007
Job Founder & Principal at Integra Wealth Advisors, LLC
Industry Financial Services
Experience
Integra Wealth Advisors, LLC   November 2011 - Present
Affinity Planning Solutions LLC   September 2010 - November 2011
Johnson, Bender & Company   September 2007 - August 2010
Linscomb & Williams   July 2000 - August 2007
PartnersInWealth   September 1998 - July 2000
Briaud Financial Planning   January 1997 - August 1998

Skills
Wealth Management, Strategic Financial..., Financial Advisory, Investment Management, Investment Advisory, Retirement Planning, Investments, Retirement, Estate Planning, Asset Allocation

Education
College for Financial Planning   1998 — 2000

Texas A&M University   1994 — 1998
BBA, Finance

Glynda Bilicek Glynda Bilicek Houston, Texas Area Details
Glynda Bilicek's Linscomb & Williams Experience August 1996 - Present
Job Executive Vice President, HR & IT at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   August 1996 - Present

Education
Louisiana State University   1972 — 1978
BS, Business

Larry Napier, CPA Larry Napier, CPA Houston, Texas Area Details
Larry Napier, CPA's Linscomb & Williams Experience May 2010 - Present
Job Vice President Business Development & Client Relationship at Linscomb & Williams, Inc.
Industry Investment Management
Experience
Linscomb & Williams   May 2010 - Present
Larry E. Napier, CPA   January 2008 - April 2010
Kriti Exploration, Inc.   September 1984 - December 2007

Skills
Wealth Management, Retirement Planning, Finance, Estate Planning, Investments, Strategic Financial..., Financial Services, CRM, Financial Analysis, Business Development

Education
University of Southern Mississippi   1962 — 1965
BS, Accounting and Business

Jim Atkinson Jim Atkinson Austin, Texas Area Details
Jim Atkinson's Linscomb & Williams Experience June 2010 - October 2013
Job VP at Fidelity Institutional Wealth Services
Industry Investment Management
Experience
Fidelity Investments  October 2013 - Present
Linscomb & Williams   June 2010 - October 2013
Fidelity Investments Institutional Brokerage Group   2000 - 2008

Education
Baylor University - Hankamer School of Business
MBA

Jeffrey Sarff Jeffrey Sarff Houston, Texas Area Details
Jeffrey Sarff's Linscomb & Williams Experience 2007 - Present
Job SVP, Controller
Industry Investment Management
Experience
Linscomb & Williams   2007 - Present
Davis Hamilton Jackson & Assoc.   1992 - 2007

Education
University of Michigan - Stephen M. Ross School of Business   1965 — 1966
MBA, Finance

Austin Page Austin Page Houston, Texas Area Details
Austin Page's Linscomb & Williams Experience November 2007 - March 2011
Job President at YPM Interests, LLC
Industry International Trade and Development
Experience
YPM Interests, LLC   September 2011 - Present
Enviro Group   February 2011 - September 2011
Linscomb & Williams   November 2007 - March 2011
US Fiduciary  April 2004 - May 2007
Vista Analytics   September 1997 - April 2004

Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Mergers, International Business..., Project Finance, Finance, Management, Asset Management, Financial Modeling, Strategic Planning, Alternative Investments, Portfolio Management, Risk Management, Due Diligence, Investment Management, Investment Advisory, Private Equity, Financial Services, Mergers & Acquisitions, Financial Planning

Education
University of California, Santa Barbara   1989 — 2004
BA, Accounting & Psychology

Rice University   1994 — 1996
MBA, Finance & Entrepreneurship

Carolyn Galfione Carolyn Galfione Houston, Texas Area Details
Carolyn Galfione's Linscomb & Williams Experience May 1996 - Present
Job Portfolio Mgr at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   May 1996 - Present
Melton & Melton, CPA   1985 - 1990

Skills
Investments, Financial Planning

Education
Jones Graduate School of Business, Rice University   1994 — 1997
MBA, Finance

The University of Texas at Austin
BBA, Accounting

Jon McAdams Jon McAdams Austin, Texas Area Details
Jon McAdams's Linscomb & Williams Experience March 2000 - Present
Job Director at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   March 2000 - Present

Skills
Alternative Investments, Asset Allocation, Financial Analysis, Strategic Financial..., Equities, Investment Management, Retirement Planning, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Asset Managment, Asset Management, Microsoft Excel, Management, Series 63, Series 7, Fixed Income, Estate Planning, Finance

Education
University of Houston   2002 — 2003
MBA

Texas A&M University   1994 — 1999
B.S.

Hamshire-Fannett High School   1990 — 1994
HS

Sheri Robinson Sheri Robinson Birmingham, Alabama Area Details
Sheri Robinson's Linscomb & Williams Experience March 2013 - Present
Job Senior Vice President, Wealth Advisor at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   March 2013 - Present
BBVA Compass  April 2007 - March 2013
AmSouth Bank  July 2002 - December 2006
Charles D. Haines, LLC   June 2000 - July 2002
The Welch Group, LLC   September 1990 - June 2000

Skills
Investments, Retirement Planning, Estate Planning, Financial Planning, Insurance

Education
University of Alabama at Birmingham   1988 — 1992
BS, Accounting

The University of Alabama at Birmingham

Carolyn Douglas, CFP® Carolyn Douglas, CFP® Houston, Texas Details
Carolyn Douglas, CFP®'s Linscomb & Williams Experience June 2002 - November 2011
Job Founder & Principal of Integra Wealth Advisors, LLC
Industry Investment Management
Experience
Integra Wealth Advisors, LLC   November 2011 - Present
Linscomb & Williams   June 2002 - November 2011

Skills
Wealth Management, Wealth, Finance, Retirement Planning, Strategic Financial..., Investment Management, Financial Advisory, Asset Allocation, Investment Strategies, Estate Planning, Wealth Management..., Retirement, Personal Financial..., High Net Worth..., Financial Planning

Education
College for Financial Planning   1989 — 1991

Baylor University - Hankamer School of Business   1984 — 1988
BBA, Personal Financial Planning

Ashley Trlica Ashley Trlica Houston, Texas Area Details
Ashley Trlica's Linscomb & Williams Experience June 2014 - Present
Job Financial Planner at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   June 2014 - Present
Tanglewood Legacy Advisors, LLC   April 2013 - May 2014
BBVA Wealth Solutions, Inc.   June 2011 - March 2013
BBVA Wealth Solutions, Inc.   June 2010 - May 2011
BBVA Wealth Solutions, Inc.   June 2006 - May 2010

Education
University of Houston, C.T. Bauer College of Business   2008 — 2011
Bachelor's of Business Administration, Finance, Magna Cum Laude

Clair Hedgcoxe Clair Hedgcoxe Houston, Texas Details
Clair Hedgcoxe's Linscomb & Williams Experience April 2011 - Present
Job Marketing Communications Coordinator
Industry Marketing and Advertising
Experience
Linscomb & Williams   April 2011 - Present
Monroe Vos Consulting Group, Inc.   2009 - 2011

Skills
Social Media, Branding & Identity

Education
University of Oklahoma   2004 — 2008
B.A., Advertising / Journalism

Andrea Wilde Andrea Wilde Houston, Texas Details
Andrea Wilde's Linscomb & Williams Experience October 2014 - Present
Job Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   October 2014 - Present
NettWorth Financial Group  May 2011 - September 2014
Goldwasser Real Estate  March 2010 - April 2011
Goldwasser Real Estate  2010 - 2010
Louis Shanks of Texas  March 2008 - May 2009

Education
Texas State University   2003 — 2007
Bachelors, Interior Design

Angelica Nunez Angelica Nunez Houston, Texas Area Details
Angelica Nunez's Linscomb & Williams Experience January 2015 - June 2015
Job JAVA IA
Industry Information Technology and Services
Experience
PwC  June 2015 - Present
Linscomb & Williams   January 2015 - June 2015
University of Houston  July 2014 - August 2014
Frierson, Sola, Simonton, & Kutac PLLC   March 2014 - June 2014
Parallon  February 2013 - March 2014
Walmart  November 2012 - February 2013

Skills
Microsoft Office, Communication, Analysis, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Leadership, Team Leadership, Research, Data Analysis, Training, Team Building, Customer Satisfaction, Retail, Editing

Education
University of Houston   2012 — 2016
Bachelor of Business Administration (B.B.A.), Supply Chain Management and Management Information Systems, Cumulative GPA: 3.5

University of Houston, C.T. Bauer College of Business   2012 — 2016
Management Information Systems, General

Shannon Pike, CFP® Shannon Pike, CFP® Houston, Texas Area Details
Shannon Pike, CFP®'s Linscomb & Williams Experience 2006 - 2011
Job Vice President & Senior Financial Advisor at Asset Management Advisors
Industry Financial Services
Experience
Asset Management Advisors, Inc.   January 2014 - Present
Financial Planning Association  January 2013 - Present
Integra Wealth Advisors, LLC   November 2011 - January 2014
Financial Planning Association  January 2009 - December 2011
Linscomb & Williams   2006 - 2011
Financial Planning Association (FPA) of Houston   January 2004 - December 2009
JPMorganChase  2000 - 2006
Prudential Financial Planning Services   1998 - 1999
BankIllinois  1989 - 1998

Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Strategic Financial..., Insurance, Leadership, Investment Advisory, Financial Services, Wealth, Retirement, Financial Advisory, Finance, Banking, High Net Worth..., Mutual Funds, Financial Planners, Financial Planning

Education
University of Houston, C.T. Bauer College of Business
Certified Financial Planner (CFP) Board of Standards - Registered Financial Planning Program

University of Illinois at Urbana-Champaign
BS, Consumer Economics with Financial Planning concentration

American Bankers Association - American Institute of Banking
Banking

Kanwal Iqbal Kanwal Iqbal Houston, Texas Details
Kanwal Iqbal's Linscomb & Williams Experience December 2014 - Present
Job Operations Associate at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   December 2014 - Present
First Data Corporation  March 2014 - December 2014
Bank of America Merrill Lynch  August 2013 - March 2014
Dealogic  February 2012 - March 2013
JPMorgan Chase  November 2009 - July 2011

Skills
Banking, Bloomberg, Investments, Leadership, Microsoft Excel, Economics, Windows 7, Microsoft Office, Access, PowerPoint, Analysis, Management, Credit Analysis, Bloomberg Terminal, Research, Financial Markets, SPSS, Quicken, Reuters, Options, Accounting, Investment Banking, Series 7

Education
Baruch College, Zicklin School of Business   2011 — 2012
MS, Finance

Long Island University   2005 — 2008
Bachelor's Degree

Bard High School Early College   2001 — 2005
High School Diploma and AA Degree, Liberal Arts

Michael Livesay Michael Livesay Dallas/Fort Worth Area Details
Michael Livesay's Linscomb & Williams Experience July 2013 - August 2013
Job
Industry
Experience
Burnett Specialists / Choice Specialists  February 2015 - Present
Omega Institute for Holistic Studies  July 2014 - August 2014
Linscomb & Williams   July 2013 - August 2013
Finley Resources Inc  June 2012 - August 2012
Tejas Office Products, Inc.   2011 - 2011
D.E. Harvey Builders   June 2010 - August 2010

Skills
Economics, Finance, Energy Industry, Microsoft Excel, Leadership, Management, Financial Analysis, Marketing, Training, Microsoft Office

Education
Texas Christian University   2010 — 2014
Bachelor of Science (BS), Economics

Texas Christian University   2010 — 2014
Bachelor of Science (B.S.), Economics

Sylvia Olmos Sylvia Olmos Cypress, Texas Details
Sylvia Olmos's Linscomb & Williams Experience January 2014 - Present
Job Administrative Assistant to Wealth Advisors I
Industry Investment Management
Experience
Linscomb & Williams   January 2014 - Present
Goodwill Workforce Development   April 2012 - December 2013
CS Financial Group   November 2005 - April 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Public Speaking, Employee Training, Case Managment, Job Search Strategies, Appointment Scheduling, Customer Service, Community Outreach, Social Services, Financial Services, Mentoring, Nonprofits

Education
University of Houston-Downtown
Bachelor of Science, Psychology

Susan Montgomery Susan Montgomery Houston, Texas Details
Susan Montgomery's Linscomb & Williams Experience April 2011 - Present
Job Client Service Manager at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   April 2011 - Present
AXA Advisors  October 2009 - April 2011
Charles Schwab  January 2008 - October 2009

Education
The University of Texas at Austin
BA, Economics

Stacy Spaeth Stacy Spaeth Houston, Texas Area Details
Stacy Spaeth's Linscomb & Williams Experience June 2003 - July 2008
Job Marketing / HR Coordinator at Ultimate Linings
Industry Marketing and Advertising
Experience
Ultimate Linings   April 2013 - Present
Raymond James  October 2011 - April 2013
John M. Floyd & Associates   June 2009 - October 2011
KB Home  March 2011 - August 2011
Brookdale Senior Living  July 2008 - November 2008
Linscomb & Williams   June 2003 - July 2008
MM's Designs   May 1999 - January 2000

Skills
Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Team Building, Public Speaking, Microsoft Word, Marketing, Sales, Marketing Strategy, Event Management, Marketing Communications, Research, Advertising, Time Management, Editing, Human Resources, Trade Shows, Event Planning, Data Entry, Community Outreach

Education
Sam Houston State University   1984 — 1989

Corbin Grillo Corbin Grillo Houston, Texas Area Details
Corbin Grillo's Linscomb & Williams Experience April 2013 - Present
Job Research Analyst at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   April 2013 - Present
Monroe Vos Consulting Group   July 2010 - April 2013
Integrated Financial Planning Center   June 2009 - June 2010
Realty Links LLC   March 2009 - May 2009

Skills
Financial Analysis, Microsoft Office

Education
The University of Texas at Austin   2006 — 2010
BBA, Finance

Ross Richardson Ross Richardson Houston, Texas Area Details
Ross Richardson's Linscomb & Williams Experience March 1994 - July 2000
Job President at Pembroke Advisors, Inc.
Industry Financial Services
Experience
Pembroke Advisors, Inc.   March 2003 - Present
Golden Gate University Ageno School of Business   2010 - Present
Linscomb & Williams   March 1994 - July 2000

Education
Louisiana State University   1976 — 1982
MS-Finance, BS-Bus Adm, Finance, Investments

Paul Vitale Paul Vitale Houston, Texas Area Details
Paul Vitale's Linscomb & Williams Experience November 2013 - Present
Job Financial Planner at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams   November 2013 - Present
BBVA Wealth Solutions  January 2005 - April 2013
E*TRADE Financial  June 1999 - May 2003
Valero Energy Corporation  June 1974 - March 1997

Skills
Portfolio Management, Strategic Financial..., Wealth Management, Insurance, Finance, Management, Personal Financial..., Investments, Series 7, Financial Analysis, Retirement Planning, Asset Management, Mutual Funds

Education
West Texas A&M University   1982 — 1986
MBA

University of Delaware   1970 — 1974
BS ChE, Chemical Engineering

Phillip Hamman, CFA, CFP® Phillip Hamman, CFA, CFP® Houston, Texas Area Details
Phillip Hamman, CFA, CFP®'s Linscomb & Williams Experience January 2014 - Present
Job Linscomb & Williams, EVP, Managing Director
Industry Financial Services
Experience
Linscomb & Williams   January 2014 - Present
Linscomb & Williams   April 2013 - January 2014
Tolleson Wealth Management  May 2009 - April 2013
Kanaly Trust Company  2001 - 2009

Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning

Education
Texas Tech University   1997 — 2001
BS Financial Planning, Financial Planning

Janet Ortiz Janet Ortiz Houston, Texas Area Details
Janet Ortiz's Linscomb & Williams Experience March 1994 - Present
Job Operations Data Manager at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams   March 1994 - Present

Education
University of Houston   1982 — 1985
Bachelor of Arts (BA), Accounting

Houston Baptist University   1980 — 1982
Accounting and Computer Science

Kyi Kyi Win Kyi Kyi Win Houston, Texas Area Details
Kyi Kyi Win's Linscomb & Williams Experience September 2012 - March 2015
Job Consultant
Industry Financial Services
Experience
Linscomb & Williams   September 2012 - March 2015
BX Asset Management (formerly US Fiduciary)   April 2004 - August 2012
American Express Financial Advisors  April 2000 - April 2004

Education
University of Houston, C.T. Bauer College of Business   2002 — 2004
Master of Business Administration

The University of Texas at Austin - The Red McCombs School of Business   1995 — 1999
Bachelor of Business Administration, International Business

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