10/1/2004 - Rick T. Petty Joins Weaver and Tidwell Financial Advisors
Dallas, Texas – Rick T. Petty, CRPC, CFP(r), has joined Weaver and Tidwell Financial Advisors, Ltd., as Senior Financial Advisor. His responsibilities will include designing, implementing and monitoring financial plans and strategies for investment, protection, tax, retirement, and estate goals.
Weaver and Tidwell Financial Advisors is ranked by Bloomberg Wealth Magazine as one of the top 200 independent financial advisory firms in the nation. Weaver and Tidwell Financial Advisors is an affiliate of Weaver and Tidwell, LLP, the Southwest’s largest independent accounting firm. W.M. (Mack) Lawhon serves as managing partner and chief executive officer.
Before joining Weaver and Tidwell, Petty served as senior financial advisor for Stevens Financial Group and American Express Financial Advisors. Earlier he was a program analyst for General Dynamics. Petty earned a bachelor’s degree in finance from Brigham Young University and MBA from the University of Dallas. He is certified as both a Financial Planner and Chartered Retirement Planning Counselor.
Weaver and Tidwell Financial Advisers, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950. The firm has offices in Dallas and Fort Worth. For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.