Municipal Capital Markets

Wells Fargo Advisors in Frisco, TX, is a registered broker-dealer and member of the SIPC, providing a range of investment and insurance products that are subject to various investment risks. The firm operates under the Wells Fargo brand and is a non-bank affiliate of Wells Fargo & Company. The Frisco branch hosts a diverse team of financial advisors, including specialists in private wealth management, aimed at delivering tailored financial strategies to meet clients' needs. Their commitment to client service is complemented by a focus on security and regulatory compliance. Generated from the website

Freedom Investments, a wholly owned subsidiary of Oppenheimer Co. Inc., offers reliable discount brokerage services designed to empower individuals to take control of their financial future. With options to diversify through stocks and flexible pricing structures, the firm provides a straightforward approach to managing investments. While Freedom Investments facilitates various investment opportunities, it clarifies that it does not provide personalized investment advice or recommendations. Customers are encouraged to make decisions based solely on their individual financial situations, investment objectives, and risk tolerance. Generated from the website

Steven Combest, CFP, is the founder of Combest Wealth Management. With a deep understanding gained from serving in the financial industry for over 17 years, Steven develops individually tailored financial strategies for clients using a planning-based approach. While studying electrical engineering at Southern Methodist University in Texas, Steven called to apply for a job and accidentally called Merrill Lynch, who was looking to hire an intern. That conversation led to a job offer, taking him onto a completely new path. While working at Merrill Lynch, Steven saw the powerful connection between working in finance and doing good for others.