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Gary Speer |
Position: |
Field Representative |
Designation(s): |
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Address: |
3040 Post Oak Blvd., Suite 400 |
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Houston, Texas 77056 |
Phone: |
281-220-2765 |
Alt Phone: |
713-301-5271 |
Fax: |
713.968.0125 |
Email: |
gary_speer@wealthdesigngroup.net |
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Professional Experience
Gary Speer has been helping clients achieve their financial goals and dreams since 1972. While building a specialization in insurance, Gary has developed a wealth of knowledge in the areas of income replacement, buy-sell agreements, and estate planning. His focus is on helping his clients achieve their maximum financial potential. He helps his clients grow and preserve their assets and protect the people they love. The real benefit is that his clients gain confidence and clarity in knowing that their family’s financial future is secure. Gary is part of a small but elite group of planners in the United States, who have been skillfully trained and licensed to utilize the Lifetime Economic Acceleration Process (LEAP). Please see our link on process to learn more. Throughout his career, Gary has been awarded numerous accolades for his service and devotion to clients.
Education
Memberships
& Afflilations
Personal
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Other
Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products and services are offered through PAS, a registered broker-dealer, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
Licensed in (state):
Life insurance: California (# OA90691), Florida, Georgia, Illinois, Indiana, New York, Oklahoma, Tennessee, Texas and Virginia
Securities licensed in: Florida, New York, Texas