Edward Jones - Brent McIlvain, CFP®, CPWA®, AAMS™, CRPC™, Financial Advisor

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• 241 E. Southlake Blvd. Ste. 140 Southlake TX 76092
• (817) 442-9809
• (877) 673-9142
• www.edwardjones.com/brent-mcilvain

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Brent McIlvain - CFP®, CPWA®, AAMS™, CRPC™

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We partner with you and your professional team.  We use an established process to develop, understand, and implement your personalized goals.   We treat you like family.  

I received my undergraduate degree from The University of Texas in Austin, and graduate degree from the University of Phoenix. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my  CFP®,  CPWA®, AAMS™,  & CRPC™ designations. 

My recreation includes soccer,  golf, & boating.  I have enjoyed serving on the boards of my local Chambers and Independent School District Education Foundation Board.   I currently reside in Southlake with my wife and three daughters.  Proud to say our oldest is currently attending West Point Military Academy and middle Texas A&M.
 

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Brent McIlvain - CFP®, CPWA®, AAMS™, CRPC™

Financial Advisor

• Phone: (817) 442-9809
• 241 E. Southlake Blvd. Ste. 140 Southlake TX 76092

Angela Travis

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Angela Travis

Branch Office Administrator

• Phone: (817) 442-9809

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P.O. Drawer 969, Bedford, TX 76095 – (817) 283-1521 – chamber@heb.org