Gibson Wealth Advisors, LLC

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Raymond Cozby is a financial advisor at Gibson Wealth Advisors, LLC in Tyler, Texas, holding a Series 65 designation with nine years of industry experience. He has worked at Gibson Wealth Advisors since 2017 and also serves as managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Prior to his current roles, he was employed at Southside Bank from 2008 to 2016. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a primarily passive, evidence-based investing approach with Vanguard funds, active rebalancing, and tax-loss harvesting, serving approximately 187 households and managing around $164.7 million.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm employs a modern portfolio theory and evidence-based investing approach, primarily using passive Vanguard funds combined with active rebalancing and tax-loss harvesting.