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Gary W. Stallard

Founder, Texas Financial Partners
Founder, Stallard Financial Strategies

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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."

Experience

  • Stallard Financial Strategies, Inc., formed 1979, advising family offices, high net worth family groups and closely held businesses
  • Focus on Executive Benefits consulting for private and public companies and Estate Liquidity planning for private business owners and affluent families
  • Developed alternative funding methods and other creative planning tools to optimize clients’ wealth transfer and philanthropic planning

 Education

  • Bachelor of Business Administration, Finance and Economics, University of Texas at Austin
  • Masters of Business Administration, Finance, University of Utah

Accreditation

  • Chartered Life Underwriter
  • Uniform Securities Agent State Law License (Series 63) 
  • Group 1 Life & Health License
  • Registered Representative with NFP Advisor Services

Professional Leadership

  • Dallas Chapter of the National Association of Insurance and Financial Advisors
  • Dallas Estate Planning Council
  • Dallas Chapter of the Society of Financial Service Professionals
  • Association for Advanced Life Underwriting
  • Million Dollar Round Table’s Top of the Table

Avocation

  • Gary and Katrin have an affinity for the great outdoors, and in his leisure time Gary can be found boating, fishing, whitewater rafting, cycling, hunting, and enjoying all that nature has to offer.

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*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), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

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).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2015