About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
William D. Jenkins III
Managing Director – InvestmentsFundamental Choice Portfolio Manager
Billy resides in Dallas with his wife, Stacy, and his three children, Molly, Will, and Reese. Throughout the years, Billy has stayed active coaching his children’s youth sports teams. An avid huntsman, he is a member of the Ducks Unlimited, Delta Waterfowl, Pheasants Forever, Quality Deer Management, and various masonic organizations.
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Edward S. Jenkins
Assistant Vice President - InvestmentsFundamental Choice Portfolio Manager
Associate Vice President – Investments
Fundamental Choice Portfolio Manager
Eddie helps manage the team’s retirement and portfolio management services while resolving client inquiries. He maintains an open-door approach with his clients, encouraging them to approach him with any of their financial needs. He enjoys working in a family office environment with his brother and his son. Eddie obtained his bachelor’s degree in business administration from Elizabethtown College, where he was senior class president.
He and his wife, Susan, have four children, Taylor, Amelia, Hallie, and Ella. While his children were growing up, Eddie stayed active coaching youth hockey and serving as a boy scout leader. Now that they are grown, he spends his free time working on his hobby farm and is active in various masonic organizations. He also service as the President of the Lake Silkworth Protective Association, where his family has lived since the early 1900s.
Taylor Jenkins
Client AssociateOutside of the office, Taylor lives with his wife, Kelli and their two children, Beau and Boyd. Taylor is very active outdoors and stays busy supporting and volunteering with various veteran’s events such as Wounded Warriors.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.