Veteran Financial Advisor to Serve Clients from Monterey, CA Branch
DALLAS, Oct. 27 /PRNewswire/ -- Southwest Securities, Inc. announced today
that Charlie Willis has joined the firm's Private Client Group as a financial
advisor in the Monterey, CA branch office.
(Photo: http://www.newscom.com/cgi-bin/prnh/20091027/DA98984)
Mr. Willis, a seventh generation Californian who resides in Salinas, has
served his clients as a financial advisor for the past 18 years. He formerly
was a financial advisor with Morgan Stanley Smith Barney.
"Charlie Willis will be a valuable member of our Southwest Securities team,"
said Kevin Kott, senior vice president and branch manager. "He provides
exceptional service to his clients and complements our firm's philosophy of
building what our clients value."
Mr. Willis earned a B.A. Degree from Fresno State University and an A.A.
Degree from Hartnell College in Salinas. He is an independent registered
representative who holds Series 7, 63 and 65 securities registrations and is a
licensed life insurance agent.
Active in civic and community affairs, Mr. Willis is a former president of the
Salinas chapter of Christians in Commerce. He and his wife, Lynne, have been
married for 34 years and have four children and seven grandchildren.
Southwest Securities, Inc., a member of NYSE, FINRA and SIPC, provides
securities brokerage, investment banking and securities clearing services to a
broad range of individual, corporate, public and industry clients. The firm is
a wholly owned subsidiary of SWS Group, Inc., a financial services holding
company whose stock is listed and traded on the New York Stock Exchange under
the symbol, SWS.
SOURCE Southwest Securities, Inc.
Jim Bowman, Vice President - Corporate Communications of Southwest Securities,
Inc., +1-214-859-9335, jbowman@swst.com
