Advisors at this firm
Michael S
Series 63, Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 25 years of industry experience. He has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. prior to joining McAlister, Sweet & Associates. Outside of his advisory work, he raises bees as a sole proprietor, dedicating about 10 hours per month to this activity. McAlister, Sweet & Associates provides financial planning and portfolio management to individuals, families, high net-worth clients, and business entities, integrating tax preparation services within its advisory offerings. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to implement a range of strategies from long-term holdings to short-term trading, managing approximately $205 million in client assets.
John M
Series 63, Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at McAlister, Sweet & Associates since 2017 and previously spent over a decade at Cambridge Investment Research in various capacities. In addition to advisory services, he provides tax preparation services through his firm. McAlister, Sweet & Associates serves individuals, families, high net-worth clients, and business entities, managing approximately $205 million in client assets. The firm combines multiple analytical approaches and offers a range of investment strategies, including long-term holdings, short-term trading, and option writing, while integrating tax preparation into its advisory services.
Shelbie B
Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
Shelbie Benitez is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining McAlister, Sweet & Associates, she worked at BKD, LLP for five years. She also provides tax preparation services to individuals and business entities as part of her advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net-worth clients, and business entities. The firm employs a variety of investment strategies and integrates tax preparation services into its advisory relationships, managing approximately $205 million in client assets.