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Meet Our Team

Levi Woodroof

Senior Financial Advisor
Managing Director - Investments

Phone Number

(713) 703-0736

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Licenses

  • CA Insurance License Number: 0J06189. Resident State TN

Trista Allison

Financial Advisor

Phone Number

(615) 279-4627

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Alex Quinn

Senior Registered Client Associate

Phone Number

(205) 877-5825

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