HOUSTON, Dec. 7, 2023
/PRNewswire/ -- Linscomb and Williams (L&W), a Cadence Bank (NYSE: CADE) subsidiary providing
wealth advisory services, has once again been named to the Barron's
Top 100 RIA (registered investment advisor) Firms list as number
92.
Barron's has compiled this ranking of advisory companies since
2015 and evaluates their scores by considering factors submitted by
participating advisers such as the number of assets managed,
revenue and quality of practice.
"The foundation of Linscomb and Williams was built on the
importance of meeting our clients' needs, not our own. This
approach to wealth management is in our DNA," said Phillip Hamman, president and CEO of Linscomb
and Williams. "Our team of advisors and client service associates
are passionate about helping clients achieve their financial goals
and aim to do it through disciplined strategies and transparent
communication."
Headquartered in Houston,
Texas, L&W is a fee-only and fiduciary financial
planning and investment management firm catering to investors
nationwide. It has been providing wealth management services for
more than 50 years, helping customers navigate their investments
through both good and uncertain economic times. With a full range
of internal expertise on hand, L&W experts can assist clients
with comprehensive investment, retirement, estate and tax
planning.
"We are very proud of the fiduciary model L&W has built, and
we believe it successfully supports our clients' wealth management
objectives," said Dan Rollins,
chairman and CEO of Cadence Bank.
"With combined capabilities through Cadence
Bank and L&W, we continue to serve our clients through
holistic opportunities for managing their finances and
investments."
L&W has 57 full-time employees serving clients in 37 states.
As of Sept. 30, 2023, L&W manages
approximately $4.2 billion in assets
under management, which includes both discretionary and
non-discretionary accounts.
Visit L&W's website to download its quarterly market
commentary and to learn more about the firm.
About Linscomb & Williams
Linscomb & Williams (L&W) is a fee-only, wealth
management firm, offering holistic investment and financial
planning services. L&W is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; and The Woodlands, Texas. L&W is a registered
investment advisor (RIA) providing tailored planning and investing
strategies aimed at helping investors grow and preserve their
wealth during life's many unique stages. Through a dedicated
committee and collaborative team approach, L&W aims to deliver
exceptional service and expert advice. The firm's advisors have
various backgrounds in law, investments, tax, accounting and/or
financial planning. Linscomb & Williams is a wholly owned
subsidiary of Cadence Bank.
About Cadence Bank
Cadence Bank (NYSE: CADE) is a
leading regional banking franchise with approximately $50 billion in assets and over 350 branch
locations across the South and Texas. Cadence provides consumers, businesses
and corporations with a full range of innovative banking and
financial solutions. Services and products include consumer
banking, consumer loans, mortgages, home equity lines and loans,
credit cards, commercial and business banking, treasury management,
specialized lending, asset-based lending, commercial real estate,
equipment financing, correspondent banking, SBA lending, foreign
exchange, wealth management, investment and trust services,
financial planning and retirement plan management. Cadence is
committed to a culture of respect, diversity, inclusion and
belonging in both its workplace and communities. Cadence Bank, Member FDIC. Equal Housing
Lender.
Third-party rankings and recognition from rating services or
publications are no guarantee of future investment success. Working
with a highly rated advisor does not ensure that a client or
prospective client will experience a higher level of performance or
results. These ratings should not be construed as an endorsement of
the advisor or by any client nor are they representative of any one
client's evaluation. Generally, ratings, rankings and recognition
are based on information prepared and submitted by the advisor. No
fee was paid for consideration of Barron's RIA Firms 2023 Top 100
ranking. Please refer to https://linscomb-williams.com/ for a
more thorough disclosure of the criteria used in making these
rankings.
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SOURCE Cadence Bank