Magnolia Wealth

Shane Bilski is a Series 65-licensed advisor at Magnolia Wealth with one year of experience at the firm. His prior roles include positions at Four Season Development and First National Bank of Bellville, as well as work at Sam Houston State University. Magnolia Wealth provides investment management and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, Investment Policy Statements, and educational seminars. The firm employs a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, managing accounts with both discretionary and non-discretionary strategies.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 designation and two years of industry experience. He previously worked at Metamorphic Capital and has held various roles across multiple industries. Magnolia Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, offering portfolio management, Investment Policy Statements, and educational seminars. The firm employs a combination of fundamental, quantitative, and technical analysis as well as modern portfolio theory, managing accounts with both discretionary and non-discretionary strategies.

Andrew Huber is a financial advisor at Magnolia Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Teamwork Financial and LPL Financial. In addition to his advisory role, he is a certified accountant and enrolled agent who currently provides tax preparation services without charge. Magnolia Wealth offers investment management and financial planning primarily to individual and high-net-worth clients, incorporating a blend of fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm provides services such as portfolio management, educational seminars, and annual personal tax return preparation for qualified households, and employs both discretionary and non-discretionary strategies including active trading tools.

James O Neill is a financial advisor at Magnolia Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at intrua Financial and Corda Investment Management. Magnolia Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, offering ongoing portfolio management, Investment Policy Statements, and impersonal educational seminars. The firm employs various analytical approaches and manages accounts using both discretionary and non-discretionary strategies, incorporating more active trading tools than many peers.