Broker Check
Michael J. Weaver, CFP, CAP

Michael J. Weaver, CFP, CAP

CERTIFIED FINANCIAL PLANNER Certificant, Chartered Advisor in Philanthropy

 

PROFESSIONAL BACKGROUND

Michael Weaver works with owners of closely held businesses and key employees in the areas of business planning, protection and succession. His practice includes the design of specialized employer and employee benefits including qualified plans and non-qualified deferred compensation arrangements. A significant portion of his practice deals with construction and restaurant related businesses and he is a participant in several related trade associations. In addition, he works with high net worth individuals on personal investment management, protection and estate planning issues.

Mike is CERTIFIED FINANCIAL PLANNERTM certificant, a member of the National Association of Insurance and Financial Advisors, and has been named multiple times in Texas Monthly Magazine as a “Five – Star” Wealth Manager* – Best in Client Satisfaction - for the Dallas Forth Worth Area. In addition he holds the “Chartered Advisor in Philanthropy” (CAP®) designation from The American College.

Mike is a graduate of Texas A&M University. He and his wife are a longtime residents of Dallas. He enjoys tennis and is active in his church and other community activities.

LICENSES AND CERTIFICATIONS

  • Investment Advisor Representative of Hornor, Townsend and Kent, Inc.
  • General Lines — Life, Accident & Health
  • Series 7, 55, 63, 65
  • CERTIFIED FINANCIAL PLANNER™ certificant
  • Chartered Advisor in Philanthropy® (CAP)

MEMBERSHIPS / COMMUNITY

  • Multi-Year award recipient  “Five Star” Wealth Manager** — Best in Client Satisfaction
  • National Association of Insurance and Financial Advisors
  • American Subcontractors Association 
  • Subcontractors Association of The Metroplex
  • Oak Hill Academy — Board of Directors
 
 

"The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. 2730 wealth managers were considered for the award; 382 (approximately (14) percent of the award candidates) were named Five Star Wealth Managers."

** The 5 STAR award is not indicative of the wealth manager's future performance. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. 2,730 Dallas/Fort Worth wealth managers were considered for the award; 382 (14 percent of candidates) were named 2017 Five Star Wealth Managers. "For more information on the research/selection methodology go to: http://www.fivestarprofessional.com/WMSummaryandResearch.pdf".