Resources
Financial Advisors
CPAs, investment advisors, and financial planners experienced in estate and probate planning.
Estate sales often involve tax filings, financial planning, investment management, and coordination with the estate's accounting needs. Below are financial advisors, CPAs, and investment planners that Bill Ross has worked with and recommends for executor support in the Texas Hill Country and greater San Antonio area.
David D. White
CPA / Estate Planning Attorney, Porter Rogers Dahlman & Gordon P.C.
745 E. Mulberry, Suite 450 San Antonio, TX 78212
Bill Alford
Investment Advisor, Titleist Asset Management
777 E. Sonterra Blvd., Suite 330 San Antonio, TX 78258
Logan Tex Ford
Wealth Management, 1847 Financial
Comfort, TX 78013
Will C. Fernandez, CEPA ®
Assistant Vice President, Senior Financial Advisor | Senior Portfolio Advisor, Merrill Lynch Wealth Management
Merrill Lynch, Pierce, Fenner, & Smith Inc.
NMLS ID: 1694029
TX6-203-02-01, 17802 W Interstate 10, Suite 201 San Antonio, TX 78257
Need a recommendation?
Contact Bill at (210) 294-9190 or Bill@HillCountryHomesteads.com for a personalized recommendation based on your situation.