LegacyTexas Wealth Advisors was founded by Earl Jefferson, a Certified Financial Planner™ professional and investment advisor with18 years of industry experience.
He has been recognized as one of the nation’s Top Financial Planners by Consumer’s Research Council of America and is a graduate of the University of Houston with Bachelors of Science Degrees in Economics and Psychology.
Earl is also an instructor at Southern Methodist University where he shares not only his knowledge of various financial and investment principles but also his experiences to help produce competent and ethical future Financial Planners who will serve the public in years to come.
Robert brings over 14 years of global financial experience to the LegacyTexas Wealth Advisors team. He started his career in Texas with Deloitte & Touche and has previously served as Chief Financial Officer with a private investment group in Zurich, Switzerland and as President of a Russian investment bank in New York, NY.
He received his Bachelor’s degree in Accounting from the University of Texas at Austin and is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and also holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation.
Mrs. Montgomery is the friendly face who coordinates the service and support responsibilities for the LegacyTexas Wealth Advisors team. She is a wealth of knowledge with more than 16 years of experience in banking and financial customer service. She is also a graduate of the University of Arkansas at Pine Bluff with a Bachelors degree in Business Administration.
972.461.1525 - Office
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