Gary W. Stallard

Founder, Texas Financial Partners
Founder, Stallard Financial Strategies

To reach Gary, please contact him at:

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"Client relationships come in all shapes and sizes. The most important element I bring to the table is objectivity. Objectivity means I will give sound advice and I’m not afraid to challenge assumptions or conclusions."

Gary W. Stallard concentrates on putting client needs first, with careful listening and emotional intelligence at the forefront of his approach. With the 2003 founding of Stallard Financial Strategies, Inc., he began advising family offices, high net-worth family groups, and closely held businesses. Stallard focuses on alternative funding methods and other creative planning tools to optimize his clients’ wealth transfers and philanthropic intentions.

An accredited Chartered Life Underwriter, Stallard also holds a Uniform Securities Agent State Law License and a Group 1 Life and Health License. As a registered representative with Kestra Advisor Services, Stallard is also very involved in numerous Texas organizations, including the Dallas Chapter of the National Association of Insurance and Financial Advisors, the Dallas Estate Planning Council, the Dallas Chapter of the Society of Financial Service Professionals, and the Association for Advanced Life Underwriting.

Stallard holds a Bachelor’s in Business Administration, Finance, and Economics from the University of Texas in Austin, as well as a Master’s of Business Administration and Finance from the University of Utah. An avid nature enthusiast, Stallard and his wife, Katrin, are passionate about boating, fishing, whitewater rafting, cycling, hunting, and generally enjoying the great outdoors.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).