A Registered Investment Advisor offering comprehensive advisory and money management services, including net worth building, retirement plans, stock/bond research and more. A knowledgeable investor with extensive experience working with large family corporate offices and foundations. He selects money managers to complement each client's goals.
Since 1985 when Brent Herndon, Phillip Plant and Ted Oakley formed their original partnership, they knew the company they were creating was one they planned to keep. They set out to create an investment company in the purest sense, meaning their commitment to their clients and their business would be designed to provide success for the long term.
Since 1985 when Brent Herndon, Phillip Plant and Ted Oakley formed their original partnership, they knew the company they were creating was one they planned to keep. They set out to create an investment company in the purest sense, meaning their commitment to their clients and their business would be designed to provide success for the long term.
Services
Although each partner has a specialized area of focus, Brent Herndon, Phillip Plant and Ted Oakley share a similar philosophy - one that encompasses the entire firm.
Whether a client is investing in mutual funds, stocks and bonds, working on a complex estate plan or selling a business, the inherent philosophy remains the same: to focus on serving the individual need of each and every investor with integrity and expertise, while simultaneously emphasizing the importance of retention and growth of principal.At Herndon Plant Oakley, relationships come first.
Whether a client is investing in mutual funds, stocks and bonds, working on a complex estate plan or selling a business, the inherent philosophy remains the same: to focus on serving the individual need of each and every investor with integrity and expertise, while simultaneously emphasizing the importance of retention and growth of principal.At Herndon Plant Oakley, relationships come first.
Brent Herndon, partner in Herndon Plant Oakley, has been in the investment business since 1969, beginning his career that same year with Merrill Lynch, Pierce, Fenner & Smith. In 1985 Mr. Herndon joined Rauscher, Pierce Refsnes, Inc. as a vice president, and simultaneously formalized his relationship with his long-term partners.
Ted Oakley, partner in Herndon Plant Oakley, became involved in the investment industry with Merrill Lynch Pierce Fenner & Smith in 1975. Soon thereafter, he moved to Rotan Mosle as a Senior Vice President, initiating his long-term relationship with his partners in 1977.
A Chartered Financial Analyst and a Certified Financial Planner with more than 39 years of experience in the investment industry, Mr. Oakley focuses primarily on investment advisory and money management.Many of his clients are former business owners who are in need of estate planning and investment management services.
A Chartered Financial Analyst and a Certified Financial Planner with more than 39 years of experience in the investment industry, Mr. Oakley focuses primarily on investment advisory and money management.Many of his clients are former business owners who are in need of estate planning and investment management services.
Phillip Plant, a partner in Herndon Plant Oakley Ltd., began his career in 1970 with Rotan Mosle in San Antonio, Texas. In 1976 Phil moved to Corpus Christi to join Rotan Mosle office as Office Manager. In 1985, subsequent to the sale of Rotan Mosle, he moved to Rauscher, Pierce Refsnes, and there he established a relationship with his current partners while serving as Senior Vice President and Branch Manager.
With a highly-skilled, long-tenured staff, Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets them apart. Each partner works closely with his team to provide clients with personal, customized money management and investment services to fit each individual's long-term goals and needs.
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