Realized gives you the tools and knowledge to manage your investment property wealth with the same sophistication used to manage stocks and bonds. 

Real Estate

Realized

Realized's headquarters in Austin, TX, United States

David Wieland

Scott Spencer

Clay Schmidt

Pat Jancsy

David Dahill

Trey Robinson

Drew Reynolds

Kevin Dunlap

Scott Ingraham

The leadership team at Realized has experience in a variety of industries, including sales, finance, and business. They have interned at Texas Legislative Service and Employ Trust Drug & Background Screening. They also have a degree from the Texas McCombs School of Business in finance and business.

Leadership Team

This department oversees financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department oversees governance and provides strategic guidance for the organization.

Board Management

This department focuses on managing and nurturing relationships with private clients to ensure their needs are met.

Client Relations

This department oversees the development and strategy of products from conception to launch.

Realized

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management

Board Management

Client Relations

Product Management

Offices

Realized

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management

Board Management

Client Relations

Product Management

Offices

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