James Egan Position: Financial Specialist Designation(s): Address: 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056 Phone: 281.220.2740 Alt Phone: Fax: 713.622.1440 Email: james_egan@wealthdesigngroup.net

Professional Experience
James joined Wealth Design Group in 2009.  He is committed to helping his clients achieve their maximum financial potential.  Prior to joining WDG, James developed 20 years experience in the Financial Services Industry.  He has previously been employed by organizations such as Union Bank of Switzerland as a Fixed Income Trader and Chase Manhattan Bank as an Institutional Fixed Income Salesperson.  In more recent years he worked for Bloomberg LP in New York, selling Portfolio Management Systems to Investment Management and Insurance Companies.


Education
BA, Managerial Finance from The Catholic University of America


Memberships & Afflilations



Personal
James has been happily married to Christine for over 10 years.  They have one son named Connor.  James has lived in New York, Washington D.C., London, Charlotte N.C., and Wellington, Florida.  Christine is originally from Houston. They met in New York City.  James enjoys camping, tennis, travel, Ornithology, landscaping and wine collecting.


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: Florida, Massachusetts, New York, Pennsylvania and Texas
Securities: Florida and Texas