PROFESSIONAL PROFILE
Conner, Gibb, & Associates, having over a decade of experience, is dedicated to providing clients with the finest individually tailored approach to investing and wealth management. Drawing on our experience and Merrill Lynch's global resources, our team develops personalized, strategic solutions to address the complex needs of individuals and business owners with substantial wealth. Together with specialists in many areas of expertise, our team offers clients a wide range of services including:
Solutions for Individuals
*Investment management
*Retirement and education planning
*Home financing and personal credit
*Estate planning strategies
*Income distribution strategies
Solutions for Businesses
*Cash management
*Lending
*Transition strategies
*Retirement benefit plans
Our team works closely with clients and their accountants or attorneys, to ensure collaboration and efficiency.
Angela M. Conner, CRPC® is a Financial Advisor and received the Chartered Retirement Planning Counselor® designation from the College of Financial Planning. Angela graduated from McNeese State University with a B.S. and from Louisiana State University where she earned a Master's Degree. Angela is a member of the North Houston LSU Alumni group and the Spring-Klein Chamber of Commerce.
Geoff Gibb,CRPC® is a Senior Financial Advisor and Portfolio Manager in the PIA program. He received his Chartered Retirement Planning Counselor® designation from the College of Financial Planning. Geoff graduated from Texas Wesleyan University where he earned a B.B.A. Geoff is a member of the Spring-Klein Chamber of Commerce.
Gail Hoffman-Jackson is a Registered Client Associate who assists our clients with administrative needs, and daily service issues to ensure satisfaction.