Since 1971, Linscomb & Williams has been dedicated to providing investment and planning strategies to our clients. Our experienced team of wealth advisers is focused on putting clients first and guiding you through investment and product selection based on your goals.

Social Media Disclosures: https://linscomb-williams.com/wp-content/uploads/2020/06/LW-Social-Media-Disclosures.pdf

Consulting

Investment Management

Linscomb & Williams

Linscomb & Williams' headquarters in Houston, TX, United States

Phillip Hamman

Troy Taylor

Daniel Thornton

The Client Services Team at Linscomb & Williams is responsible for managing client relationships, ensuring seamless communication, and delivering exceptional support. They assist in account management, resolve client inquiries, and facilitate the implementation of investment and planning strategies recommended by our wealth advisers.

Client Services Team

The Financial Planning and Analysis team at Linscomb & Williams specializes in creating strategic financial plans and delivering in-depth investment analysis to meet client goals. Comprising roles such as Financial Planners, Analysts, and Senior Analysts, they focus on evaluating financial products, optimizing investment strategies, and ensuring clients' financial well-being through tailored planning and informed decision-making.

Financial Planning and Analysis

The Operations Team at Linscomb & Williams ensures the seamless execution of daily functions, manages data integrity, and supports the strategic implementation of investment and planning services. With roles including the Operations Data Manager, Chief Operations Officer, and Operations Associate, the team plays a pivotal role in maintaining efficient workflow, overseeing operational compliance, and enhancing client service delivery.

Operations Team

The Trading and Investment Team at Linscomb & Williams is responsible for executing trades, managing client portfolios, and developing overarching investment strategies. Comprised of traders, portfolio managers, and a director of investment strategy, this team ensures that clients' investments are aligned with their financial goals, adhering to rigorous analysis and market insights.

Trading and Investment Team

The Leadership Team at Linscomb & Williams is responsible for steering the company's strategic direction, overseeing operations, and ensuring that goals are aligned with client-focused investment and planning strategies. This team comprises senior executives, including the Chief Operations Officer, Managing Director, President & CEO, and Executive Vice President, who collectively drive organizational growth and maintain high standards of service excellence.

Linscomb & Williams

Org chart

Teams

Client Services Team

Financial Planning and Analysis

Operations Team

Trading and Investment Team

Leadership Team

Offices

Linscomb & Williams

Org chart

Teams

Client Services Team

Financial Planning and Analysis

Operations Team

Trading and Investment Team

Leadership Team

Offices

Related companies