Linscomb Wealth Information
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Linscomb Wealth
Summary
Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in...Show more
Organization Website | linscombwealth.com |
Social Links |   |
Phone Number | 713-840-1000 |
Industries | |
Headquarters Location | 1333 West Loop S, Houston, Texas, 77027 US |
Employees Size | 100-200 employees |
Specialties | Wealth Management, Portfolio Management, Financial Planning, Investment Consulting, Estate Planning |
Founded | 1971 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at Linscomb Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year9% for 1–2 years5% for 3–4 years11% for 5–7 years11% for 8–10 years55% have over 11 years of service at Linscomb WealthDiscover More
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Linscomb Wealth
Phillip Hamman
President & CEO
George Williams
Executive Vice President
Marina Grekova
Senior President
Casey Richardson
Marketing Specialist
Michelle OLeary
Senior Client Service Associate
William Kring
Managing Director, Senior Wealth Advisor
MaryJane LeCroy
Senior Wealth Advisor
Sheri Robinson
Managing Director, Senior Wealth Advisor
Lyda Iturralde
Chief Compliance Office
Nina Novales
Trader
Corbin Grillo
Director of Investment Strategy
Matt Britton
Wealth Advisor
Bjorn von Sehrwald
Senior Portfolio Manager
Irving Reyna
Associate Wealth Advisor
Jessica Banitt
Wealth Advisor
Carolyn Galfione
Sr. Wealth Advisor
Shelby Bowers
Wealth Specialist II
Randal Ashley
System Support Analyst
Clayton Jarrell
Associate Wealth Advisor
Troy Taylor
Managing Director
Neal Wadley
Managing Director, Wealth Advisor
William Hudson Duncan
Operations Associate
Jake Brennan
Investment Analyst II
Adelle Berney
Financial Analyst
Agniya Bolotin
Strategic Partnerships
Aaron Price
Wealth Management Intern
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FAQ
Linscomb Wealth operates in the Finance industries. More details can be found on the official website: linscombwealth.com.
The headquarters of Linscomb Wealth are located in Houston, United States.
You can contact Linscomb Wealth by phone at 713-840-1000.
Linscomb Wealth currently employs 100-200 people.
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