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CHAMBER INITIATIVES

The McKinney Chamber of Commerce serves more than 1,200 businesses with a mission to empower our members to achieve economic success.

Wealth Management

Wealth Management
 
CHARLES SCHWAB
Scott Parker
2775 S. Central Expy., Ste. 140
McKinney, TX 75070
Phone: 214-385-4142
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Member Since: 2012

See Also Financial Planning Services, Investment Management, Investments
FIRST UNITED BANK AND TRUST AT CRAIG RANCH
Mario Barone
6401 S. Custer Rd.
McKinney, TX 75070
Phone: 972-569-8301
Fax: 972-569-8339
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Member Since: 2012
TRANSAMERICA FINANCIAL ADVISORS
Bryan Linder
101 East Park Blvd., 6th Floor
Plano, TX 75074
Phone: 469-207-1601
Fax: 469-519-0601
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Member Since: 2013

See Also Financial Planning Services, Insurance, Investment Management
RAYMOND JAMES FINANCIAL SERVICES
Reno Jones, Registered Principal
6657 Virginia Parkway, Suite 600
McKinney, TX 75071
Phone: 469-296-8676
Fax: 866-700-4968
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Member Since: 2013

See Also Investment Management, Financial Planning Services
MOGUL WEALTH STRATEGIES, LLC
Kirk Quaschnick, CLU, ChFC, ARPC ; Steve Heussner, CLU, ChFC
5900 S. Lake Forest Dr., Ste. 360
McKinney, TX 75070
Phone: 214-420-7152
Fax: 214-420-7180
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Member Since: 2011
MERRILL LYNCH
Robert Mackey, CIMA®, CFM
Scott Birmingham, CFP®, Sherry Craig
2301 Eldorado Parkway, Suite 100
McKinney, TX 75070
Phone: 972-369-1930
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Member Since: 2000

See Also Financial Planning Services, Investment Management
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