White Buffalo Wealth
We help clients steward their families, finances and organizations to be uncommon and make a difference. Stewardship is defined as "the careful and responsible management of something entrusted to one's care," and we strive to make that a collective responsibility by coming alongside our clients to accomplish three things: STRENGTHEN the lives of our clients, CHANGE the lives of their families and IMPACT the lives of others. It's part of our DNA and we are passionate about it. Whether it is chasing your goals, mitigating risk or taxes, or resolving financial complexities, we want to be there for you. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. White Buffalo Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- WS
Whitney Simpson
Director of Operations · Operations
EmailPhone - JL
Jimmie L. Simpson
Founder President · Other
EmailPhone - MC
Melissa Carroll
Director of Client Services · Customer/Client Service
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Top roles at White Buffalo Wealth
3 distinct titles indexed · top 3 shown.
- 1director of client services
- 1director of operations
- 1founder president
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