Advisors at this firm
William W
Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
William Warren is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds a Series 65 credential and previously worked at Texas Dow Employees Credit Union and Starfox Financial Services. Outside of his advisory role, he manages a small real estate business. Rhame & Gorrell Wealth Management is a team-based registered investment adviser serving both non-high-net-worth and high-net-worth clients. The firm employs discretionary investment management and financial planning, utilizing mutual funds, ETFs, individual equities, fixed income, and options within a tactical asset allocation framework tailored to client needs.
Cydney N
CFP®, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Cydney Nash is a CFP® with eight years of industry experience, currently serving at Rhame & Gorrell Wealth Management since 2023. Prior to this, she worked at Avion Wealth (formerly Efficient Wealth Management) for six years and had a brief tenure at PriceWaterhouseCooper. Outside of her advisory role, she is a co-owner of a storage facility business. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a tactical asset allocation program and tailoring strategies to client-specific factors.
Jack F
CFP®, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Jack Freeman is a CFP® and holds a Series 65 license with one year of industry experience. He is currently an advisor at Rhame & Gorrell Wealth Management, where he has worked since 2025. His prior experience includes roles at PricewaterhouseCoopers and John McMahon, CPA APAC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a tactical asset allocation program and a range of investment vehicles tailored to client needs.
Kyle N
CFP®, Series 66
The Woodlands, TX
Rhame & Gorrell Wealth Management
Kyle Nickerson is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He previously worked at Sanders Morris Harris Inc. from 2014 to 2016 before joining Rhame & Gorrell. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm offers discretionary investment management, financial planning, and consulting to both non‑high-net-worth and high-net-worth individuals, corporations, and business entities, employing a tactical asset allocation program and a range of investment strategies tailored to client needs.
Garett S
Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Garett Steele is a Series 65-licensed financial advisor at Rhame & Gorrell Wealth Management with one year of industry experience. Prior to joining the firm, he worked in education and hospitality roles, including positions at the University of Houston, Sam Houston State University, and Saltgrass Steakhouse. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, employing a tactical asset allocation approach tailored to clients’ risk tolerance and financial goals.
Melissa R
Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and one year of industry experience. Her prior work includes roles at Prime Capital Investment Advisors, Allied Wealth Management, State Tax Advisors, and the United States Air Force, where she has served since 2009. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for about 699 clients. The firm provides discretionary investment management, financial planning, and consulting to both non-high-net-worth and high-net-worth individuals, corporations, and business entities, using a range of investment vehicles and a Tactical Asset Allocation Program overseen by an Investment Committee.
David H
CFA®, Series 66
The Woodlands, TX
Rhame & Gorrell Wealth Management
David Hunter is a CFA® charterholder with nine years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to that, he held roles at Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for approximately 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a tactical asset allocation program alongside mutual funds, ETFs, equities, and fixed income investments.
Jeffrey R
CFP®, Series 63, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Jeffrey Rhame is a CFP® with over 31 years of experience in financial advising. He has worked at Rhame & Gorrell Wealth Management since 2016 and previously held roles at Sanders Morris Harris LLC and Miller Green Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals and business entities, using a range of investment strategies tailored to client needs.
Kyle M
CFP®, Series 63, Series 66
The Woodlands, TX
Rhame & Gorrell Wealth Management
Kyle Mcclain is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He has worked at Rhame & Gorrell since 2017 and previously held positions at Bank of America, Merrill Lynch, and Fidelity Investments Institutional Services Company. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting to individuals, corporations, and business entities, using a tactical asset allocation program and a range of investment vehicles tailored to client needs.
John G
Series 66
The Woodlands, TX
Rhame & Gorrell Wealth Management
John Geresi is a financial advisor at Rhame & Gorrell Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Willis Johnson & Associates and Robertson Investment Management. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a Tactical Asset Allocation Program and a range of investment vehicles tailored to client needs.
Timothy B
CFP®, Series 63, Series 66
The Woodlands, TX
Rhame & Gorrell Wealth Management
Timothy Blanchard is a CFP® with 25 years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 13 years and had a brief tenure at LPL Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1 billion for a diverse client base. The firm offers discretionary investment management, financial planning, and consulting, using a tactical asset allocation program and independent managers to tailor strategies based on clients’ risk tolerance and financial needs.
Cory M
Series 63, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, Moscoso has experience in martial arts, having worked with Kula Karate and Global Martial Arts. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a Tactical Asset Allocation Program and tailoring strategies based on client-specific factors.
Tyler M
CFP®, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Tyler Miller is a CFP® and Series 65-licensed advisor at Rhame & Gorrell Wealth Management with four years of industry experience. Prior to joining Rhame & Gorrell, he worked at Deloitte Tax and held positions at the University of the Incarnate Word. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals and business entities, utilizing a tactical asset allocation program and a range of investment vehicles tailored to client needs.
Brecklynn W
CFP®, Series 63
The Woodlands, TX
Rhame & Gorrell Wealth Management
Brecklynn Williams is a CFP® with eight years of experience in financial advising. She is currently with Rhame & Gorrell Wealth Management, where she has worked since 2016. Prior to that, she held roles at Sanders Morris Harris Inc. and Miller Green Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a tactical asset allocation program and a range of investment vehicles tailored to client needs.
Clayton H
CFP®, Series 65
The Woodlands, TX
Rhame & Gorrell Wealth Management
Clayton Hostetter is a CFP® professional with four years of industry experience, currently serving at Rhame & Gorrell Wealth Management. His prior experience includes roles at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. He holds the Series 65 license in addition to his CFP® designation. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, employing a tactical asset allocation program and offering affiliated tax preparation services for certain clients.