Financial Services

We are pleased to announce a new division dedicated to wealth management strategies!

Marley

Wealth Management Leadership

Bill Marley has joined our team of financial professionals to provide wealth management strategies, including professional money management, education planning, and investment products.

Through our partnership with UVEST Financial Services, a leading U.S. provider of investment and insurance programs, Bill is available to help you define your goals and outline a plan to achieve them.

Call Bill at 972.354.2808 to discuss these wealth management strategies:

Wealth Management Strategies:

Stocks and Bonds
Tax Advantaged Investments
Mutual Funds
Annuities
Insurance Products
IRAs

Business Retirement Plans
Retirement Planning
Education Planning and 529 Plans
Professional Asset Management
Financial Planning

View your brokerage account online

Securities and investment advisory services are offered by UVEST Financial Services. Member FINRA/SIPC and an SEC Registered Investment Advisor. UVEST and SharePlus Financial Services are independent entities.

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not a Bank Deposit	Not Guaranteed by any Government Agency

FINRA SIPC