Verified recordFinancial Services

Trae Yarbrough

Associate Manager at Texas Financial Advisors

Based in Dallas, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Dallas

Industry

Financial Services

Company size

118

Contact information

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Email

1 credit

t•••••••@texasfa.com

Phone

5 credits

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Background

About Trae Yarbrough

About My role is to provide clients with exceptional personal financial planning strategies, guidance, and support. As an independent professional, I offer clients a transparent view of the marketplace, aiding them in achieving success by aligning their wealth, investments, and workplace benefits with personal goals under their financial sun. Areas of Expertise- Compensation guidance - Retirement plan strategy and implementation - Personal investment management - Tax minimization and estate planning - Financial education and organization At Texas Financial Advisors, we've completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver — your profession. Connect with me here on LinkedIn or at trae.yarbrough@texasfa.com; I'd love to set up a complimentary consultation with you and run an in-depth diagnostic on your situation today.

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