Collective Wealth Advisors LLC

Dewayne Nelson is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Geneos Wealth Management Inc. and as a sole proprietor, alongside serving as an interim pastor for St. Peter Lutheran Church. Collective Wealth Advisors primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation and rebalancing approach supported by third-party administrators and provides regular no-fee educational seminars.

Dewayne Nelson is a financial advisor at Collective Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and Lwi Financial Inc. Outside of advising, he is the owner of Palo Verde View LLC, a non-investment-related business. Collective Wealth Advisors serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes an asset-allocation and rebalancing approach supported by third-party administrators and offers publicly oriented educational seminars and workshops.

Douglas Burnette is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously operated Burnette Financial Planning, LLC, which he continues to maintain during his transition to the firm. Burnette has also worked at Clark & Burnette Wealth Management, LLC. Collective Wealth Advisors serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes asset allocation and rebalancing strategies supported by risk assessments and tax considerations and conducts regular no-fee educational seminars open to the public.

Robert Maxwell is a CFP® with 19 years of industry experience, currently serving at Collective Wealth Advisors LLC. His prior work includes roles at Toll Brothers, Mattamy Homes, Lennar, and running his own financial practice as a sole proprietor. Outside of financial advising, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation and rebalancing approach supported by risk assessments and tax analysis, and hosts regular no-fee educational seminars and workshops.

Cheree Burnette is a financial advisor at Collective Wealth Advisors LLC with 27 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Collective Wealth Advisors in 2024, she operated Burnette Financial Planning, LLC and worked at Clark & Burnette Wealth Management, LLC. Collective Wealth Advisors serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses an asset-allocation and rebalancing approach supported by risk assessments and tax analysis, and offers regular no-fee educational seminars and workshops.