Halcyon Wealth Advisors, LLC Employee Directory

Q: How many employees does Halcyon Wealth Advisors, LLC have currently?

Halcyon Wealth Advisors, LLC has approximately 5 employees.

Financial ServicesTexas, United States2-10 Employees

Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits.  

Our goal as financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

Find Halcyon Wealth Advisors, LLC employees' phone numbers or email addresses

Halcyon Wealth Advisors, LLC Global Highlights

North America
10

United States Of America
10

Halcyon Wealth Advisors, LLC's Leadership

L. C.
President
Mobile Phone
Email
J. B.
Managing Partner
Mobile Phone
Email
S. W.
Director Of Operations And Group Benefits Manager
Mobile Phone
Email
G. A.
Director Of Portfolio Management And Financial Planning
Mobile Phone
Email
C. M.
Lead Advisor
Mobile Phone
Email
B. M.
Manager
Mobile Phone
Email

Halcyon Wealth Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Halcyon Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

J. B.
Managing Partner
Mobile Phone
Email
United StatesVirginia
Oct 19, 2025
L. C.
President
Mobile Phone
Email
United StatesTexas
Feb 18, 2026
S. W.
Director Of Operations And Group Benefits Manager
Mobile Phone
Email
United StatesTexas
Sep 05, 2024
G. A.
Director Of Portfolio Management And Financial Planning
Mobile Phone
Email
United StatesTexas
Apr 26, 2025
C. M.
Lead Advisor
Mobile Phone
Email
United StatesTexas
Oct 19, 2025
B. M.
Manager
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Halcyon Wealth Advisors, LLC known for?

Halcyon Wealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 6565 North Macarthur Boulevard Suite 460 Irving, Texas 75039 United States. Explore Halcyon Wealth Advisors, LLC's company overview page for more information.

What is Halcyon Wealth Advisors, LLC's most common email format?

Halcyon Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halcyon Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Halcyon Wealth Advisors, LLC have currently?

Halcyon Wealth Advisors, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Halcyon Wealth Advisors, LLC's key employees and leadership?

As of February 2026, Halcyon Wealth Advisors, LLC's key employees include:

President: L. C.
Managing Partner: J. B.
Director Of Operations And Group Benefits Manager: S. W.
Director Of Portfolio Management And Financial Planning: G. A.
Lead Advisor: C. M.

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