
Cfp Alan Skidmore
WHO WE ARE... I'm a partner in a wealth management practice. I serve as an advisor to affluent... | Houston, Pennsylvania, United States
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Cfp Alan Skidmore’s Emails al****@ml****.com
Cfp Alan Skidmore’s Phone Numbers No phone number available.
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Cfp Alan Skidmore’s Location Houston, Pennsylvania, United States
Cfp Alan Skidmore’s Expertise WHO WE ARE... I'm a partner in a wealth management practice. I serve as an advisor to affluent families, corporate executives, and successful business owners. I have the pleasure of working daily with people who take their financial goals seriously, who are committed to giving their wealth management the attention it deserves, and who understand there are no shortcuts to long-term financial success. WHAT WE DO... I use a process driven by your goals and risk tolerance to help you achieve your financial objectives plus minimize loss from market volatility, taxes, and inflation. It's all about you the client - I get it, it's your money, it's your life savings, it's your retirement. Your interests always come first. WHY WE DO IT... I believe (1) achieving appropriate financial goals can lead to a balanced life and financial independence, (2) thoughtful planning and careful management has a better chance for success than just winging it on your own, and (3) there are no shortcuts - timing the markets is mostly a matter of luck and consistent returns compounded over time are more important than high volatility performance spikes. WHO WE DO IT FOR... It would be exciting for me to discuss client names and details; however, I work in a business that requires confidentiality. I provide advice and services to a growing number of loyal clients in Texas and 25 other states. WHAT I ENJOY OUTSIDE OF WORK... It's all about family, faith, and fitness. I have an incredible wife, wonderful children, and beautiful young grandchildren. My faith is central to my life and I continue to be actively involved in meaningful responsibilities locally. I enjoy running and other fitness activities. I've even done a few triathlons although I am not a very good swimmer. Designations: CERTIFIED FINANCIAL PLANNER Professional (CFP®) Contact: 281-882-4807, [email protected]
Cfp Alan Skidmore’s Current Industry Education Foundation Of Harris County
Cfp
Alan Skidmore’s Prior Industry
Compaq Computer
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Bmc Software
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Troika Networks
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Pivot3
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Merrill Lynch
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Education Foundation Of Harris County
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Work Experience

Education Foundation Of Harris County
Board Member
Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Partner in Wealth Management Practice
Tue Nov 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pivot3
CEO & Co-Founder
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Troika Networks
CEO
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmc Software
VP, Recovery & Storage Managment
Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Compaq Computer
Director of Engineering
Wed Jan 01 1986 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)