7/17/2008 - Chris Toomey and Thomas F. Parrish Join Weaver and Tidwell Financial Advisors, Ltd.
Establishes offices in Houston to serve clients’ financial planning and investment advisory needs
Weaver and Tidwell Financial Advisors, Ltd. announces that Chris Toomey and Thomas F. Parrish have joined the firm as a senior financial advisor and an associate financial advisor respectively. Their hiring establishes a presence in Houston of this affiliate firm of Weaver and Tidwell, LLP.
As with locations in Dallas and Fort Worth, this branch of Weaver and Tidwell Financial Advisors provides premier wealth management and financial planning services for high net worth individuals and executives. Toomey and Parrish office in the same location as Weaver and Tidwell - 24 Greenway Plaza, Suite 1800, in Houston.
“Chris’ and Thomas’ backgrounds of working with large financial planning organizations make them well-suited for Weaver and Tidwell Financial Advisors,” said David C. Sego, CFP, PFS, managing director of Weaver and Tidwell Financial Advisors. “ Their experience enhances our financial planning efforts and we are pleased to have them lead the expansion of the firm in the Houston market.”
Chris Toomey
Toomey joins Weaver and Tidwell Financial Advisors, Ltd. from Raymond James Financial Services where he was a principal and financial advisor. Prior to that, he worked as a senior financial advisor for Raymond J. Lucia Companies and a financial advisor for Securities America. His more than seven years experience managing both individual and business clients’ portfolios is demonstrated as he takes a strong customer service approach and speaks at large investment seminars. Toomey earned a Bachelor of Business Administration degree in marketing from University of San Diego, attended University of Oklahoma. He is a member of Financial Planning Association, a volunteer at The University of Texas M.D. Anderson Cancer Center and a member of United States Tennis Association.
Thomas F. Parrish
Parrish also joins Weaver and Tidwell Financial Advisors, Ltd., from Raymond James Financial Services where he was an associate financial advisor. Prior to that he held the same position at Raymond J. Lucia Companies and was a consumer consultant at Sprint. He earned a Bachelor of Business Administration in finance from the University of Houston and is working on a Master of Business Administration in Finance and Accounting from Regis University. Parrish is also a member of Financial Planning Association
Weaver and Tidwell Financial Advisors was recently judged a winner in the Fifth Annual CPA Wealth Provider Financial Planning Awards for the second year in a row. It was also listed by Wealth Provider as the No. 23 in the United States on the “Top AUM CPA/Financial Planning Firms: Wealth Magnets.” The list included ranking of wealth management firms associated with CPA firms, determined by assets under management (AUM).
The firm was also named a Wealth Management Superstar by Wealth Manager magazine. It is the only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm.
Weaver and Tidwell Financial Advisors, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950.
With offices in Dallas, Fort Worth and Houston, Weaver and Tidwell is ranked by Practical Accountant magazine as the Southwest’s largest regional independent accounting firm.
For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.