Larry Gekiere, Jr.

Client Advisor I Partner at Turtle Creek Wealth Advisors, LLC.
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Contact Information
us****@****om
(386) 825-5501
Location
Frisco, Texas, United States, US

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Jason C. Loveless

It has been my pleasure to know and do business with Larry Gekiere. Larry's work ethic, follow up and "can do", servant leadership mindset helps him to stand out in the financial services community. I hope to continue to do business with Larry and his team for years to come. I highly recommend that you get to know Larry - you'll be glad you did!

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Experience

  • Turtle Creek Wealth Advisors, LLC
    • Financial Services
    • 1 - 100 Employee
    • Client Advisor I Partner
      • Aug 2022 - Present

      Working closely with you and your family, I coordinate our team of experts and the full resources of our firm to make your financial life simpler, while creating the legacy you intend. Working closely with you and your family, I coordinate our team of experts and the full resources of our firm to make your financial life simpler, while creating the legacy you intend.

  • Texas Capital
    • United States
    • Banking
    • 700 & Above Employee
    • Executive Vice President Wealth Management
      • Jul 2016 - Jun 2022

      I offer extensive experience in wealth management using a broad spectrum of investment and financial planning solutions. We provide comprehensive wealth management strategies expressly designed to help meet the needs of high-net-worth individuals, families and closely held businesses.

    • Senior Vice President Wealth Management
      • Feb 2015 - Jul 2016

  • The Private Bank at Bank of Texas
    • Dallas, Texas
    • SVP/Wealth Management
      • Mar 2010 - Feb 2015

  • BlueTree Partners
    • Principal
      • Jul 2003 - Mar 2010

      Developing Financial and Business Strategies for the owners of closely held companies; professionals such as attorneys and CPAs as well as executives of large companies. Developing Financial and Business Strategies for the owners of closely held companies; professionals such as attorneys and CPAs as well as executives of large companies.

  • Lincoln Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • National Director of Recuiting and Planning Firm Acquisition
      • Jul 2006 - Mar 2008

  • The Hanover Insurance Group
    • Insurance
    • 700 & Above Employee
    • Managing Director
      • 1989 - 2003

  • DBG&H
    • PR
      • 1985 - 1987

    • PR
      • 1985 - 1987

Education

  • Texas Christian University
    1981 - 1986
  • The American College of Financial Services
    ChFC, Chartered Financial Consultant
    1996 - 1997
  • The American College of Financial Services
    CLU, Chartered Life Underwriter
    1992 - 1993
  • Jesuit College Prep School

Community

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