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Amegy Wealth Advisors | LPL Financial

Rob Moyes

Vice President | Wealth Advisor
Phone
Office: 7132322032
Fax: 8852410294
Branch/Office Location
Esperson Center
815 Walker Street, Ste. 1350
Houston, TX 77027

Rob Moyes

Vice President | Wealth Advisor
  • Bachelors degree in Finance | University of Utah
  • Series 6, Series 7, Series 63, Series 66 registrations held with LPL Financial and Life & Health Insurance licensed

 

Professional Background

 

Rob joined Amegy Wealth Advisors in 2015 bringing over 20 years of financial services experience working with individuals, business owners and institutions.

 

At Amegy Wealth Advisors, we start by developing a comprehensive financial plan personalized to your goals and objectives. It’s important that we have a clear understanding and a roadmap to work towards each of your goals. We’ll discuss your risk tolerance, time horizon and liquidity needs while we build your plan. We’ll prioritize your objectives, set expectations and then we’ll evaluate and measure our progress. We’ll meet consistently to update your financial plan as your goals change and life happens. Through planning, we can help our clients pursue financial independence by focusing on what matters most to them. My objective is to help you grow, preserve, and use your wealth to accomplish your goals.

 

Rob graduated with a Finance Degree from the University of Utah and is an avid golfer.

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency
Not Bank Guaranteed May Lose Value
Not Bank Deposits or Obligations

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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