The Face of WEALTH MANAGEMENT
Family, faith and financial independence are all important to Quail Creek Investment Center Senior Vice President Alan Webb.
As a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor and Certified Retirement Counselor, Webb helps clients manage their wealth and plan for their families’ futures.
“While we serve clients in all stages of life, we find that much of our business comes from those planning for retirement, or those in retirement needing ideas for how best to take income from accumulated assets,” Webb said. “But, no matter what our clients’ goals are, we’ve accomplished our job when they are truly confident in their financial stability.”
Webb is a Registered Representative of LPL Financial, the nation’s largest independent securities brokerage firm in terms of total revenues. He has gained exceptional experience in the complex field of personal wealth management, and manages over 400 accounts.
He and his wife, Anita, live in west Edmond, where they raised their two children, Brianne Kennemer and Dr. Tyler Webb, and are now watching their grandchildren grow up here. In 1985, they established a local non-profit, all-volunteer organization called Santa’s Cause, and have managed the charity for more than 35 years. They also support local charities such as Youth For Christ and Willow Pregnancy Support Services.
“We love living in the 405,” Webb said. “We love doing business locally, and we like to think we bring a much-needed service to the 405.”