Experience

Makes all the difference

Scott Fortney

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MD
  • MI
  • MS
  • MT
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • WA
  • WY
Town Centre One
750 Town and Country Blvd.
Houston, TX 77024

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Grant Fortney

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • WA
  • WY
Town Centre One
750 Town and Country Blvd.
Houston, TX 77024

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Michael Nichley, CFA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • WA
  • WY
Town Centre One
750 Town and Country Blvd.
Houston, TX 77024

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Mary Patranella

Senior Client Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MO
  • MT
  • NJ
  • NM
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • WA
  • WV
Town Centre One
750 Town and Country Blvd.
Houston, TX 77024

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Tami Grove

Senior Client Associate

Registered States:
  • AR
  • CA
  • CO
  • GA
  • LA
  • MT
  • NY
  • SC
  • TN
  • TX
Town Centre One
750 Town and Country Blvd.
Houston, TX 77024

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Parker Joffrion

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NV
  • OK
  • PA
  • TN
  • TX
  • VA
2525 Bay Area Boulevard
Houston, TX 77058

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