Liberty Hill-based Oak Crest Advisors expands offices to 23 locations | State


Oak Crest Advisors, a national growing investment organization based in Liberty Hill, is thrilled to announce its substantial growth, now extending its financial expertise to 23 locations in six different states including Texas, Florida, Colorado, Arkansas, Montana & Kentucky.

Oak Crest Advisors operates in collaboration with Raymond James, a renowned broker-dealer in the financial industry. With a dedicated team of over 33 financial advisors, Oak Crest continues to solidify its position as a trusted partner in wealth management.

Founded by Jason Stanley and Matt Gunter, Oak Crest Advisors has thrived under their leadership, boasting decades of experience in guiding clients towards financial success.

As a co-founder and an Army veteran, Stanley’s commitment to excellence has played a pivotal role in Oak Crest’s remarkable journey. Stanley has called Liberty Hill home for many years and is proud to serve his community with his financial expertise and philanthropy.

Stanley started his financial journey in Liberty Hill more than a decade ago and is so proud of the continued growth he gets to share with his community.

The firm recently welcomed Shane Williams; its newest financial advisor based in Liberty Hill. Williams, a recent graduate from Texas Tech University School of Financial Planning, brings a fresh perspective to the team. Notably, he follows in the footsteps of his father, who served as a financial advisor for an impressive 37 years. Williams joins the Liberty Hill office with financial advisors Jason Stanley and Ian Donnelly.

“We are excited about the continued growth and success of Oak Crest Advisors,” said Stanley. “Expanding our offices to six states is a testament to the hard work and dedication of our team. We look forward to providing trusted financial guidance and support to our clients across the nation.” 

Oak Crest Advisors remains committed to delivering personalized financial solutions and maintaining the highest standards of integrity. The addition of Shane further enhances the organization’s capabilities and ensures a dynamic approach to meeting the diverse needs of its expanding client base.

For more information, contact Oak Crest Advisors at 512-515-9034.



Source link