WYMER BROWNLEE ANNOUNCES COMPLIMENTARY FINANCIAL CONSULTING DAY FOR RESIDENTS IN ENID, OK
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Event Will Provide One-on-One Financial Consulting Sessions, Further Demonstrates Firm’s Focus on Giving Back to Community
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Enid, OK, January 28, 2016 – Wymer Brownlee, the holistic financial services firm that combines tax expertise with in-depth wealth management offerings to help clients pursue their goals, today announced that it will hold a complimentary Financial Consulting Day at its Enid headquarters location on Saturday, February 6 for members of the Enid community. The event will enable local residents to meet with a Wymer Brownlee wealth management professional to help them assess their financial status, identify their goals for the future and map out appropriate steps to pursue those objectives. The event further demonstrates Wymer Brownlee’s commitment to Enid and its desire to give back to the local community, following the launch of the firm’s Community Education Series of complimentary retirement planning and investing seminars.
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The Financial Consulting Day event will take place from 9:00 am CT to 2:00 pm CT on February 6 at the firm’s headquarters location at 201 North Grand Ave., Suite 100 in Enid. Five Wymer Brownlee wealth management professionals will take part in the event. In total, the firm anticipates making 50 complimentary 30-minute consulting sessions available to members of the community. Two of the firm’s tax professionals will also be on hand to discuss tax issues with residents as needed.
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Wymer Brownlee encourages interested residents in Enid to RSVP for 30-minute slots by calling (580) 237-0060, although walk-ins will also be welcome.
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Kyle Brownlee, CEO of Wymer Brownlee, said, “With so many changes taking place in the financial world and major obligations such as retirement, paying for college and estate planning looming on the horizon, many people in Enid are understandably looking for guidance to help them move forward with confidence. Our complimentary Financial Consulting Day will give residents in our local community the chance to come in and have their questions answered by one of our experienced wealth management professionals, and help them get a handle on what they need to do to prepare for the future.”
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The financial advisors who will be available to speak with Enid residents at the event will include:
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Kyle Brownlee — CEO, Senior Wealth Advisor
David Morley — Senior Wealth Advisor
Stephen O’Neill — Wealth Advisor, Investment Strategist
Chuck Lipps — Wealth Advisor
Kindsey Ely — Wealth Advisor
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Wymer Brownlee’s Financial Consulting Day joins its recently-launched Community Education Series of retirement planning and investing seminars as a further demonstration of its commitment to giving back to the residents of the communities in which it serves. That series consists of four complimentary seminars to be held in Enid, Fairview, Oklahoma City and Alva between January and May, with presentations including “Social Security and Retirement,” “Leaving a Legacy and Life Insurance,” “Investments and Savings,” and “Later Life Care and Planning.”
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Mr. Brownlee concluded, “Giving back to our local community is one of the core values Wymer Brownlee was founded on. We invite residents in Enid to come in for our Financial Consulting Day to receive some helpful advice and meet the members of our team in our relaxed, comfortable environment. We look forward to introducing ourselves to members of the community again so that they can see who we are, how we work and what we stand for. Enid has done so much to help our team grow and succeed, and we are excited to be able to show our appreciation through our complimentary Financial Consulting Day event.”
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About Wymer Brownlee
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Wymer Brownlee provides holistic financial services to individuals, families and businesses to help them develop and follow through on clear, thoughtful plans to pursue their financial goals. The firm’s services include wealth management, financial planning, tax planning and preparation, business accounting and business consulting. Wymer Brownlee operates six offices in Oklahoma, including locations in Enid, Fairview, Alva, Oklahoma City, Tulsa and Bartlesville. Its advisors provide wealth management services through HD Vest Investment Services SM.
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Kyle Brownlee, David Morley, Stephen O’Neill, Chuck Lipps and Kindsey Ely, Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
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Wymer Brownlee is not a registered broker/dealer or independent investment advisory firm.
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