Plano, TX, March 12, 2011 --(PR.com
)-- Texas Financial Resources announced today the addition of seasoned Wealth Management Advisor Lacey E. Buteyn, CFP®, CIMA® to its team. Ms. Buteyn is bringing the resources of Williams Financial, Fidelity Investments and TFR to her extensive client base.
“We are pleased and excited to add Lacey’s energy and fresh perspective to our firm,” said Bobby James, President of Texas Financial Resources. “She brings unprecedented experience from Wall Street to Main Street with her 10 years of training and service at Merrill Lynch.”
Texas Financial Resources, LP through TFR Advisors, LLP, a Registered Investment Advisory firm (RIA), provides complete wealth management, investment advice and comprehensive financial planning. Their efforts provide clients a comprehensive and coordinated financial future. The goal for TFR and TFR Advisors is to be recognized by their clients and the community as an organization of integrity. TFR strives to impact and improve clients’ lives by always placing the client's interest to the utmost degree. More information about TFR can be found at http://www.tfr-inc.com.
“I am thrilled to join my friend and colleague, Bobby James and the Texas Financial Resources (TFR) Team,” said Lacey Buteyn. “My passion is client care and Bobby and TFR have been servicing investors in the Collin County community and abroad since 1988. Becoming an advisor at his organization will greatly enhance my ability to service my clients’ investment needs and expand my portfolio of accounts.”
Prior to joining TFR, Ms. Buteyn was Assistant Vice President at Merrill Lynch. As a Certified Financial Planner™ professional, she develops meaningful relationships with each client to fully evaluate their financial goals and dreams. With a personally tailored touch, each client receives professional advice customized to their specific needs and situation. Lacey enjoys guiding clients on their financial journey, as a trusted advisor.
Ms. Buteyn’s new broker dealer is WFG Investments, Inc, member FINRA & SIPC, a subsidiary of Williams Financial Group and custodian (clearing firm) is Fidelity (National Financial Services). More information about Williams Financial Group can be found at http://www.williams-financial.com.