Dallas firm celebrates work anniversary of senior financial planner, former baseball pro
DALLAS ─ RGT Wealth Advisors congratulates Senior Financial Planner Brian Cloud for his five years of providing excellent client service at the Dallas-based wealth management firm.
As a certified financial planner, Mr. Cloud works with high net worth clients to develop a variety of wealth management options to best suit their complex planning needs.
“These five years have passed quickly,” Mr. Cloud said. “It’s an honor and pleasure to work with the clients of RGT Wealth Advisors, providing them with personalized advice for their specific financial needs. I look forward to continue growing the strong relationships I have with them.”
Mr. Cloud has always been interested in numbers. Before joining RGT Wealth Advisors, he worked as an analyst managing budgets for a construction company, and he focused on statistics when he played baseball with the Seattle Mariners. For more information on Mr. Cloud visit: https://rgtadvisors.com/bio/brian-cloud/.
“Brian’s background as a baseball player gave him a strong understanding of teamwork, one of our firm’s core values,” said Chuck Thoele, Managing Director at RGT Wealth Advisors. “He successfully collaborates with teams across our firm to provide his clients with excellent service and ensure that they have an integrated wealth management portfolio.”
RGT Wealth Advisors is a financial planning and investment advisory firm based in Dallas, Texas, with more than 30 years of experience in managing finances and investments for high net worth individuals and families.