8343 Douglas Avenue, Suite 400
Dallas, TX 75225
Fort Worth, TX – (December 5, 2016) – Whitley Penn Financial is pleased to announce that Managing Director, Tom Rein, has joined the TD Ameritrade Institutional Advisor Panel.
Rein’s term will run from 2017-2019 and he will represent the “voice” of the RIA (Retirement Investor Advisors) community. His input will be invaluable to shaping the strategic direction of the organization.
Rein is a CPA (Certified Public Accountant), PFS (Personal Financial Specialist) and holds a Series 66 License – Registered Representative, Group 1 License – Texas Department of Insurance. His areas of practice include wealth management, investment management services, financial planning, asset protection consulting, estate planning and insurance services.
“I am honored to join the TD Ameritrade Institutional Advisor Panel and look forward to working closely with this group of business professionals,” stated Rein.
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Whitley Penn continues to be one of the region’s most distinguished public accounting firms. With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. For more information on Whitley Penn, please visit whitleypenn.com.