As an attorney (graduating from Baylor Law School), along with earning the designation of “Certified Retirement Services Professional”, I have earned the trust of my clients over the years, not because I offer advice on accounting, finance, and tax related matters, but because I listen and help find solutions to their life event changes, including creating, preserving and planning for their future generations. ...the things in life that really matter.
Mr. Giotes is originally from Waco and received his BBA in accounting and law degree from Baylor University. He is a graduate of the National Trust Graduate School. He has served in various trust and fiduciary capacities throughout his 40 year career including personal trusts, estates, wealth management, retirement plans, employee benefit communications, and IRAs. He is a Certified Retirement Services Professional and member of the HOT Estate Planning Council, Waco Chamber of Commerce, and American-Texas-McLennan County Bar Association. He is a volunteer for the Community Cancer Association, enjoys attending Baylor sporting events and is a member of St. Nicholas Christian Orthodox Church.
- 401(k) Plans
- Advisory Services
- Business Succession Planning
- Estate and Tax Planning
- Guardianship Services
- Investment Management
- Legacy and Wealth Transfer Management
- Oil, Gas and Mineral Management
- Asset Management
- Estate Planning & Administration
- Personal Financial Planning
- Philanthropic Investments
- Retirement Planning
- Trust Planning & Administration