Planning Designed To Help Clients Understand Common Risks To Their Wealth
Whiteside Wealth Management, Inc. is an independent firm founded with the goal of helping clients understand market risk and other common risks to their wealth. Clients gain greater confidence in their financial future as they realize they are on the road to preserve their lifestyle throughout retirement.
Rex Whiteside, President:
Many advisors can help you manage your money. We also help you manage having money. You gain an experienced advisor by your side to coordinate the work of your CPA, attorneys and other advisors.
Rex Whiteside, President, brings to his clients over 20 years of experience in the financial services industry. He specializes in simplifying complex wealth management situations and creating and executing a proactive investment strategy.
Rex lives in Houston, TX with his wife Kristi and their two children. He is an avid outdoorsman and also enjoys tennis, golf, and coaching his children's teams.
He believes in serving his community and is active in a number of charities including the Clayton Dabney Foundation where he serves on the board.
Craig brings more than 20 years of financial experience to Raymond James. During that time, he has been associated with leading investment and banking firms. He specializes in coordinating investment and personal financial planning for high-net-worth individuals, as well as creating investment strategies for businesses and qualified retirement plans.
Craig holds an MBA from the University of Texas at Austin and a bachelor's degree in economics from the University of Kentucky at Lexington. When he is not working with his clients, Craig enjoys golf, travel and family activities with his wife and two children.
Stephanie stepped into the role of Operations Specialist when she joined the firm in April of 2010. With her educational background and experience from working in a family owned business, she runs the majority of our back office systems.
Her responsibilities include establishing accounts, processing distributions, handling account transfers as well as providing client support and administrative support to our team.
In her spare time, Stephanie is an active member in Middle Sister running group, enjoys volunteering at running events around Houston and spending time with family and friends.
Ryan has now been with the firm for more than 18 months as a Registered Representative. He has worked in the industry for over 7 years and now holds the Series 7 & 63 securities licenses and the Texas Life & Health Insurance License.
Ryan is dedicated to serving our client needs and building long term relationships. He assists with the mutual fund due diligence and performance tracking and runs much of our financial planning systems and software.
Ryan enjoys playing golf, fishing, and running. Currently, he is studying for the CFP designation.
He is also dedicated to impacting the lives of young people by assisting with educational programs that build character and instill life-enhancing values through the game of golf at the First Tee of Houston.
Independent Solutions Supported by Raymond James Financial Services, Inc.
The advisors at Whiteside Wealth Management, Inc. are proud to offer securities through our broker/dealer, Raymond James Financial Services, Inc. member FINRA/SIPC.
In May 2011 SmartMoney* named Raymond James the best full-service broker in its 2011 Annual Broker Survey for the third time in four years. In fact, Raymond James was one of only two full-service brokers in the survey whose model portfolios beat the S&P 500.
In April 2011 the Wall Street Journal ranked seven Raymond James analysts as Master Stock Pickers for 2010 as part of its 19th annual "Best on the Street" survey.**
In March 2011 Fortune magazine ranked Raymond James Financial the fourth most admired securities company in the world. The survey involved 673 companies from 32 countries. Judging was based on attributes such as quality of management, products, services, and social responsibility.
Raymond James shares our commitment to integrity and excellent customer service. While we rely on them to provide world-class custodial, research, due diligence, and other important services, the advice we offer our clients is always our own.
The Firm Has An Individual Client Focus
Raymond James is a firm with its roots in the business of providing financial guidance and planning to individual investors and families. This remains the firm's primary business today.
Raymond James has been a leader in the industry with client-focused decision-making since the company's founding in 1962.
Full Resources Of A Large, Multinational Financial Services Firm
Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. The company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
A Culture Of Independence And Objectivity
As financial advisors, we are given flexibility and independence to serve our clients without a corporate "push" of proprietary products.
We have access to one of the widest platforms of product choices and account types in our industry with access to over 8,500 mutual funds, 100 money managers, and 60 insurance carriers.
* SmartMoney does not endorse any product or service of Raymond James.
** The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the "2010 Best on the Street Analysts Survey" were performed by FactSet Research Systems Inc.
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Whiteside Wealth Management, Inc.
3104 Edloe St., Suite 310
Houston, TX 77027
Phone (713) 621-3500
Fax: (713) 621-3513
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.