Elisia Pearson

Senior Vice President, Wealth Advisor

20 Years of Industry Experience
My Mission

I am committed to helping my clients address their financial goals. I assist clients with building, protecting, and transferring their wealth in a tax efficient manner.

Services

I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives. Whether your goal is to enjoy a secure retirement, pay for a child’s education, or protect your family from unexpected losses, some of the services include access to:

  • Financial Planning
  • Brokerage/Cash Management Accounts
  • Wealth Accumulation Strategies
  • Mutual Funds, Stocks, Bonds
  • Insurance Planning
  • College Planning
  • Long Term Care Insurance
  • Asset Allocation
Experience

My experience and knowledge make me a valuable resource. I have 20 years of experience in the financial services industry and hold the following securities registrations through LPL Financial and licenses and professional designations.

Ongoing Support

I understand that investment and retirement planning is a long-term process. I offer continued support and personal, face-to-face service. I will meet with you at your convenience to help you design, and maintain, a customized investment program.

Your future won’t wait. The first step to addressing your goals is to meet with a qualified, unbiased, financial advisor. Please let me help you begin the steps today toward realizing your dreams for tomorrow.

State Securities Law Exam

Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam

Series 7 – General Securities Representative Examination
Series 6 – Investment Company Products/Variable Contracts Representative Examination

State Registrations

Texas

SRO Registrations

FINRA

Additional Licenses & Registrations

Life, Health, and Variable Annuity Insurance Agent