FORT WORTH, Texas, Feb. 12, 2016 /PRNewswire/ -- Rhodes Securities announced today that Tricia Haber has joined the firm as a financial consultant and is launching a new chapter for Haber Wealth Management in opening a new Fort Worth office.
"Haber brings extensive experience in providing smart financial strategies to a variety of clients making her a great fit for the Rhodes family of advisors," said President Gordon Rhodes of Rhodes Securities, Inc.
As a branch of Rhodes Securities Inc., the new office is relying on decades of experience to offer expanded wealth management services, which focuses on meeting the needs of family offices, financial advisors and high net worth investors with institutional-quality investment management and tax-efficient wealth preservation. Tricia Haber will lead a team at the new Haber Wealth Management site, which is the fifth Rhodes Securities location to open across Texas and Oklahoma.
Haber offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She worked with Merrill Lynch from 2003 through 2015.
"I look at each family holistically to assure that not only am I going to help them meet their financial goals into retirement but to get them through their retirement years," Haber said. "I sit down with a client from the first meeting and decide if we have the right chemistry for a long-term partnership. I help my clients define their goals for the next 20 to 40 years."
Building on her experience, which includes a decade of working in private banking, Haber helps individuals and families through major financial transitions in their lives. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations.
A well-known figure in the community, Haber believes in giving her time, energy and loyalty to organizations that have the potential to make a positive difference in the lives of many. She was named as one of the Great Women of Texas in 2013, was president of The Parenting Center in 2013, president of Aledo Education Foundation since 2015 and was awarded a Texas Star in 2003. She's also served on the boards of the Ronald McDonald House and the Samaritan House. Additionally, she was awarded numerous leadership and volunteer recognition awards during her time with Bank of America and Merrill Lynch.
Haber frequently teaches the next generation of business leaders as a guest lecturer at the Neeley School of Business and the Women's Studies program at Texas Christian University. She also speaks to investment clubs in and around Tarrant County. However, of all of her achievements and honors, she is most proud of her family, including her husband and their five kids.
About Rhodes Securities
Rhodes Securities partners with First Clearing LLC for their clearing and custodian needs, who service over 30,000 financial consultants nationwide and offer an array of investment products and services. Rhodes provides broker/dealer services and financial opportunities to professional independent registered representatives, advisors and planners. Rhodes has been registered with the Securities and Exchange Commission since 1987 and is currently registered to transact securities business in all fifty states and the District of Columbia. Products and services offered include stocks, bonds, mutual funds, options, CDs, managed accounts, qualified retirement plans, variable annuities and financial planning. These services are available through Rhodes Investment Advisors, Inc. and Rhodes Securities, Inc. member FINRA, SIPC and SIFMA located in the Fort Worth Club Building 306 West 7th Street, Suite 1000, Fort Worth, 76102. For more information: (817) 334-0455, or www.rhodessecurities.com.
Contact: Joelle Polisky (615) 516-0358 | Email
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SOURCE Haber Wealth Management