Dallas, Texas (PRWEB) December 02, 2016
360 Wealth Management LLC of Dallas is proud to announce the affiliation of Larry Silverman and Amy LeGate of Silverman LeGate Advisory Group.
Larry has 38+ years of financial planning and tax practice experience.
Five Star Wealth Manager 2016* as seen in Texas Monthly
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth
Larry’s 38+ years’ experience includes IRS audits, negotiations, penalty abatement and settlement work. That experience, combined with financial expertise and a strong focus on managing accounts which mirror the relationship-driven value system, allows Larry to create financial plans that help individuals and couples work toward creating their personal legacy. An entertaining speaker, Larry enjoys providing informational presentations on an assortment of topics. He gives workshops and seminars to a variety of executive and professional groups such as the Association of Women Entrepreneurs of Dallas, Greater Dallas Board of Realtors, Oak Cliff Realty Club, American Association of Individual Investors, Cigna Individual Financial Services Company, USS Oil Well Company, and also participated as a member of the United Way Speakers Bureau. Topics for workshops and seminars include tax, financial planning, charitable campaigns and asset protection issues. Larry also taught at various high schools, providing information relating to taxpayer community services and education, and worked as an adjunct Professor for several years with The University of North Texas teaching the tax related portion of the Certified Financial Planning program for the Professional Development Institute. Larry resides in Frisco with his wife Sandy. Together, they have three children, Michael, Rachel and John, and four grandchildren, Michelle, Rachel, Isaac and Ariana. Larry’s hobbies include golf, movies, books, and beach vacations.
Amy LeGate CFP®-2007
BBA, Financial Services -University of North Texas
Amy LeGate is a native of Lubbock, Texas and attended Texas Tech University. She moved to the DFW area after meeting her husband, at which time she transferred to the University of North Texas to study Financial Services. After completing her Bachelor’s in Business Administration, she received her CFP® .
Amy has 15+ years in comprehensive financial planning practice, one year as compliance officer, Client Service principal 7+ years.
Amy is passionate about animals and actively participates in non-profit animal organizations, frequently fostering and rescuing dogs. She also donates time and resources to the Children’s Hospital at Medical City of Dallas.
An avid runner, Amy is currently training for a marathon. She is also a sports fan, particularly of football and basketball. She primarily roots for the Denver Bronco’s, but because her husband grew up in Houston, cheers for the Houston Texans as well. Amy enjoys watching college sports too, rooting for both Texas Tech and the University of Nebraska, her husband’s home team.
Amy lives in McKinney with her husband Jason, and son, Jackson. Her hobbies include Sudoku puzzles, books and movies. She and Jason named their son Jackson after a character from her favorite movie, Steel Magnolias. She enjoys music, particularly rock, country, and hip-hop, and Aerosmith is her favorite band.
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the three partners in supporting other advisors. The firm has rapidly grown to support over 63 advisors offering brokerage services through LPL Financial and advisory services through 360 Wealth Management, a registered investment advisor and separate entity from LPL. It currently services over $ 362 Million of networked assets with LPL, and over $676 Million in advisory assets, to total over 1 Billion in advisory and brokerage assets. As the firm has grown, the partners have recognized the need to add other outstanding professionals such as Larry, and Amy. 360 Wealth Management was created for advisors, by advisors, and looks forward to attracting more successful advisors who want to explore the independent business model with extra support.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management LLC, a registered investment advisor. 360 Wealth Management and Silverman LeGate Advisory Group are separate entities from LPL Financial.