Our Team of Professionals

Kimberly Pruitt, C(k)P^®

First Vice President, Investments

Claudia Ferguson, AIF^®

Financial Advisor

Murphy Bradshaw, CFP^®, CPWA^®, ChFC^®, CLU^®

Wealth Management Consultant Wealth Planning, Global Wealth Solutions

Christopher Drennen

Vice President, Banking Consultant

Dravannti Dumas-Johnson, CRPC^®, FLMI^®

External Annuity Consultant - Texas

Michael Kepesky, JD, CFP^®

External Regional Insurance Planning Specialist (RIPS)

Chase O'Malley, CFA, CAIA

Vice President, Private Markets Private Institutional Client Group

Trust Consultant - Central Region (TX, OK, KS, NE, SD, ND)

Alternative Investments Global Wealth Solutions

Carlos Munoz-Lucas

Alternative Investments Private Markets

Director of Asset Allocation, Asset Management Services

Asset Management Services, Chief Portfolio Strategist

Asset Management Services, Portfolio Specialist