Dallas, Texas (PRWEB) March 15, 2017
360 Wealth Management LLC of Dallas is proud to announce the affiliation of Kirby Webb of Generations Financial Management. Kirby has 24 years of industry experience and has opened an office in Rockwall, TX under the DBA Generations Financial Management. He is joined by his staff members Misty and Lauri. He and his wife, Debra, reside in Rockwall County with their four children. Kirby graduated from Baylor University in 1989 with an accounting degree and earned his Certified Public Accountant (CPA) certification. After changing careers in 1993, he pursued and passed the CFP® exam which he currently holds. Kirby, Misty, and Lauri put over 70 years of combined financial industry experience to work for their clients. He is involved with Lakepointe Church and also enjoys serving his local Kiwanis Club. He also has his private pilot license with an instrument rating. Kirby’s hobbies include spending time with family, hunting, gardening and traveling.
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 $683 Million of brokerage assets with LPL, and over $635 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 Kirby Webb. 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 Generations Financial Management are separate entities from LPL Financial.