RGT Wealth Advisors
Industry: Company
DescriptionFounded: 1985 Subsidiary: Robertson, Griege & Thoele, Financial Advisors, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportRGT Wealth AdvisorsWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Dallas, Texas Address: 5950 Sherry Ln #600, Dallas, TX 75225 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (214) 360-7000: : Website: Place name: : Category: : : : Website: http://www.rgtadvisors.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. 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 RGT Wealth Advisors Posting publicly on the Web Write a review Reviews 1 Google review
RGT Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RGT Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RGT Wealth Advisors Employees
RGT Wealth Advisors December 2014 - Present
Education
Southern Methodist University 2004 — 2009
B.A., Psychology
Trinity Valley School
RGT Wealth Advisors June 2014 - Present
Financial Planning Association of Orange County January 2014 - Present
Zeiders Enterprises, Inc. October 2013 - Present
Education
University of California, Irvine 2005 — 2008
Certificate, Personal Financial Planning
Pepperdine University 1990 — 1992
MBA, Business
University of California, Los Angeles 1982 — 1987
BS, Computer Engineering
RGT Wealth Advisors May 2015 - Present
Fidelity Investments October 2012 - May 2015
ARC of Rockland September 2008 - October 2012
Chase March 2010 - July 2011
Brookstone January 2005 - May 2009
Skills
Mutual Funds, Fixed Income, Equities, Cost Basis Reporting, Tax Reporting, Bonds
Education
Mercy College 2004 — 2008
Bachelor's Degree, Criminal Justice, 3.34
RGT Wealth Advisors August 2011 - Present
College Hospital October 2009 - August 2011
ETI Empire Direct March 2006 - June 2010
Education
California State University-Fullerton 2007 — 2009
Bachelor of Arts (B.A.), Psychology
Fullerton College 2005 — 2007
Psychology
Orange Coast College 2004 — 2005
Psychology
RGT Wealth Advisors January 2014 - Present
Robertson, Griege & Thoele April 2011 - December 2013
CliftonLarsonAllen June 2009 - April 2011
Whitley Penn January 2009 - June 2009
Robertson, Griege & Thoele May 2007 - December 2008
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance
The University of Texas at Dallas - School of Management 2009 — 2012
Master of Science in Accounting & Information Management, Accounting
RGT Wealth Advisors March 2013 - Present
Howard Financial Services, Ltd. January 2006 - February 2013
Wealth Builders, Inc. June 2000 - December 2005
Skills
Wealth Transfers, Investments, Liquidity Events, Equity Based..., Tax Planning, Estate Planning & Asset..., Strategic Business..., Alternative Assets, Risk Management, Retirement & Education..., Money Guide Pro, Estate Planning
Education
Texas Tech University 1997 — 2000
Bachelor of Science (B.S.), Personal Financial Planning
RGT Wealth Advisors January 2015 - Present
RGT Wealth Advisors July 2008 - Present
Robertson, Griege & Thoele January 2011 - December 2014
Robertson, Griege & Thoele November 2005 - December 2010
Hogan & Slovacek November 2002 - October 2005
Ernst & Young September 2001 - October 2002
PricewaterhouseCoopers January 2000 - April 2000
Skills
Wealth Management, Family Office Services, High Net Worth..., Financial Planning, Retirement Planning, Planning for Sale of..., Budgeting, Divorce Planning, Collaborative Law, Independent Financial..., Risk Management, Professional Sports
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
BBA, MPA, Business Honors & Accounting
Stillwater High School
RGT Wealth Advisors May 2015 - Present
E-Technologies Group October 2013 - September 2014
Great American Insurance November 2012 - July 2013
Fluor Corporation March 2008 - May 2012
Asics America Corporation July 2003 - March 2008
Wells Fargo Home Equity September 2001 - July 2003
Atlas Capital Corp August 2000 - September 2001
Marden Susco LLC June 1998 - August 2000
Skills
Account Management, Microsoft Word, Lotus Notes, Data Entry, Human Resources, Microsoft Excel, PowerPoint, Office Management, Accounts Receivable, Software Documentation, Telephone Skills, Fax, Visio
Education
Abilene Christian University
Tyler Jr. College
RGT Wealth Advisors September 2009 - Present
Immunetech Pharmaceuticals September 1977 - November 2000
Discover Art with Sandra Angelo September 1977 - October 2000
Finley, Kumble, Wagner, Heine, Underberg, Manley & Casey April 1983 - June 1984
The Fed-Mart Corporation December 1977 - April 1983
National Association of Securities Dealers, Inc. (NASD) May 1976 - November 1977
General Atomic (GA Technologies, Inc.) June 1974 - April 1976
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Outlook, Leadership
Education
Middlesex County College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
RGT Wealth Advisors June 2008 - Present
RGT Wealth Advisors June 2008 - Present
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Asset Management, Financial Modeling, Investments, Financial Analysis, Retirement Planning, Equities, Estate Planning, Financial Planners
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance, Accounting
RGT Wealth Advisors March 2014 - Present
New Texas Symphony Orchestra February 2008 - Present
SCM Advisors L.P. August 2008 - March 2014
Music at Your Fingertips August 2005 - May 2009
Tyco Power 2001 - 2004
Tyco Electronics - Power Systems Division January 2001 - December 2002
Lucent Technologies 1996 - December 2000
AT&T Power Systems/Bell Labs 1995 - 1997
AT&T - Power Systems Division 1992 - 1996
AT&T Microelectronics 1988 - 1996
Skills
Product Management, Product Development, Cross-functional Team..., Telecommunications, Management, Project Management, Integration, Engineering Management, Wireless, Start-ups, Manufacturing, Product Marketing, Semiconductors, Program Management, Electrical Engineering, Electronics, Analysis, Product Lifecycle..., Six Sigma, Strategic Partnerships, Marketing Management, Business Development, Strategy, Competitive Analysis, Go-to-market Strategy, Microsoft Excel, Microsoft Office, Account Management, Financial Accounting
Education
The University of Texas at Austin 1983 — 1988
Bachelors of Science, Electrical Engineering
RGT Wealth Advisors August 1994 - Present
Dallas Cowboys August 1990 - August 1994
Arthur Andersen 1987 - 1990
Skills
Family Office, Strategic Financial..., Estate Planning, Financial Planners, Asset Managment, Tax Accounting, Retirement Planning, Financial Analysis, Wealth Management, Accounting, Investments, Tax, Portfolio Management, Income Tax
Education
The University of Texas at Arlington - College of Business 1984 — 1987
BBA, Accounting
The University of Texas at Austin 1983 — 1984
RGT Wealth Advisors July 2015 - Present
PwC September 2014 - July 2015
Lane Gorman Trubitt PLLC September 2013 - September 2014
Education
The University of Texas at Arlington 2012 — 2013
Master of Science, Accounting, 3.818
Texas A&M University, College 2007 — 2011
Bachelor of Business Administration, Accounting
RGT Wealth Advisors January 2015 - Present
RGT Wealth Advisors May 2013 - January 2015
Gondola Adventures November 2003 - September 2006
Vowell and Jennings May 1998 - September 2001
Skills
Management, Investments, Wealth Management, Estate Planning, Financial Analysis, Project Management, Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Risk Management, Business Development
Education
Biola University 1996 — 1997
Biology/Biological Sciences, General
University of Northern Colorado 1993 — 1995
Biology/Biological Sciences, General
RGT Wealth Advisors February 1991 - Present
Skills
Investments, Estate Planning, Financial Advisory, Finance, Tax, Retirement Planning, Asset Management, Family Office, Insurance, Investment Advisory, Financial Planners, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management
Education
The University of Texas at Arlington 1983 — 1988
Master's degree, Taxation
Indiana University 1976 — 1980
Bachelor of Science (BS), Accounting
RGT Wealth Advisors November 2013 - Present
Simmons & Company International July 2012 - September 2013
Skills
Valuation, Corporate Finance, Financial Modeling, Portfolio Management, Family Office Services, Financial Planning, Financial Advisory, High Net Worth..., Wealth Management, Private Equity, Equity Research, Due Diligence, Bloomberg, Financial Analysis, Mergers & Acquisitions, Equities, Investment Banking, LBO, Capital Markets
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Business Honors and Finance
Highland Park High School
RGT Wealth Advisors July 2012 - Present
Education
Brookhaven College
AAS
University of North Texas
Business Administration and Management, General
RGT Wealth Advisors May 2012 - Present
EDRS April 2010 - May 2012
Seattle Mariners June 2009 - June 2010
New York Life Insurance Company October 2009 - March 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Asset Managment, Financial Independence..., Risk Analysis, MLB Players Association..., NFL Players Association..., Investment Management, Investments, Finance, Investment Advisory, Risk Management, Management, Financial Analysis, Portfolio Management, Personal Financial..., Due Diligence
Education
Texas Tech University 2009 — 2012
Masters of Science, Personal Financial Planning
Texas Tech University 2004 — 2009
BBA, Business Management / General Business
RGT Wealth Advisors October 2014 - Present
Charles Schwab July 2011 - September 2014
Wells Fargo September 2008 - July 2011
Education
Arizona State University 2008 — 2011
Bachelor’s Degree, Multi/Interdisciplinary Studies
RGT Wealth Advisors July 2013 - Present
Barclays November 2008 - July 2013
Bernstein Global Wealth Management October 2006 - November 2008
Bank of America April 2001 - December 2005
Education
University of Florida
BS, Business Administration and Management, General
RGT Wealth Advisors September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2000 - September 2015
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Management, Financial Planning, Equities, Mutual Funds, Fixed Income, Real Estate, Strategic Financial..., Wealth Management..., Investment Advisory, Financial Analysis, High Net Worth..., Mortgage Lending, Banking
Education
Saint Mary's College of California 2000 — 2002
MBA, Finance
University of Arizona, Eller College of Management 1995 — 1999
Bachelors, Finance
Monte Vista High School 1991 — 1995
HS Diploma, High School
RGT Wealth Advisors January 2015 - Present
MSC Asset Management, LLC May 2014 - January 2015
The F&M Bank & Trust Company September 2009 - May 2014
Guaranty Bank August 2007 - August 2009
Sterling Bank July 1999 - July 2007
Coastal Securities January 1997 - July 1999
Education
Baylor University 1984 — 1988
BA, Business
RGT Wealth Advisors January 2015 - Present
Robertson, Griege & Thoele July 2013 - December 2014
Avenue B April 2009 - December 2014
Advantage Hole In One June 2012 - September 2012
Collectors Covey August 2009 - June 2012
SGS Wealth Management March 2008 - July 2009
Threesixty Events August 2006 - February 2008
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Investments
Southern Methodist University 2011 — 2013
Master of Arts Administration (M.A.)
Southern Methodist University 2005 — 2007
Bachelor of Arts, Advertising
The Hockaday School 1997 — 2003
RGT Wealth Advisors June 2014 - Present
SCM Advisors, L.P. August 2002 - June 2014
Lucent Technologies 1990 - 2000
AT&T 1988 - 1990
Skills
Strategy, Management, Asset Management, Asset Managment, Analysis, Financial Analysis, Product Management, Microsoft Office, Business Analysis, Executive Management, Risk Management, Project Management, Telecommunications, General Awesomeness, Portfolio Management, Equities, Business Development
Education
Southern Methodist University 1984 — 1988
BS, Mechanical Engineering
Oxford University
RGT Wealth Advisors January 2013 - Present
Robertson, Griege & Thoele January 2011 - December 2012
Robertson, Griege & Thoele September 2008 - December 2010
Accuro Healthcare Solutions February 2008 - July 2008
PricewaterhouseCoopers January 2005 - February 2008
Skills
Real Estate Transactions, Financial Planning, Estate Planning, Retirement Planning, Insurance, Asset Management, Investment Advisory
Education
Bradley University 2001 — 2004
M.S., Accountancy
University of Mississippi 2000 — 2001
RGT Wealth Advisors January 2008 - Present
Ernst & Young August 2005 - December 2007
Ernst & Young June 2004 - August 2004
Skills
CPA, Certified Financial..., Strategic Financial..., Tax-planning, Risk Management, Estate Planning, Retirement Planning, Financial Analysis
Education
Oklahoma State University 2004 — 2005
Master of Science, Accounting
Oklahoma State University 2000 — 2005
Bachelor of Science, Finance
Stillwater High School 1996 — 2000
RGT Wealth Advisors June 2004 - Present
WTAS June 2002 - June 2003
ARTHUR ANDERSEN (Official) July 1992 - June 2002
Allstate Insurance Agency February 1987 - July 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Management, Project Management, Strategic Planning
Education
Brigham Young University - Idaho 2015 — 2019
Bachelor of Science, University Studies
College for Financial Planning 2014 — 2014
Registered Paraplanner, Financial Planning and Services