George Warner, CFP®, AEP, CEP, RFC
Vice President, LPL Financial Advisor
George Warner has been with American National Bank of Texas since 2001. He is a Financial Consultant for the Wealth Management Group Division and is a Vice President for the American National Bank of Texas.
“We put the needs of people as our highest priority.” George says, regarding the Wealth Management Group’s <WMG> approach to customer service.
A previous business owner, George brings 21 years of experience and an entrepreneurial spirit to WMG His devotion to staying on the cutting edge of tax planning and investment strategies makes him a skilled and highly regarded financial planner.
George is a committed member to various organizations including, the Texas Wesleyan University Fund Advisory Board, the National Eagle Scout Association, the National Association of Estate Planners & Councils, the National Institute of Certified Estate Planners, the Certified Financial Planners Board of Standards, and the International Association of Registered Financial Planners. He and his wife, Victoria, also established the George M. and Victoria G. Warner Scholarship to benefit orphans and foster children.
George was named as a Five Star Best in Client Satisfaction Wealth Manager in the July ’09 issue of Texas Monthly Magazine.* He is also a six time recipient of the Riter C. Hulsey award established in 2005 by WMG to recognize the institution’s finest financial consultant for integrity, service excellence, and overall contribution to the organization.
George has a Bachelor of Business Administration from Texas Wesleyan University and holds the following professional designations and licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Estate Planner® (AEP)
Certified Estate Planner (CEP)
Registered Financial Consultant (RFC)
Series 7, 63 and 66 registrations with LPL Financial
Life Accident & Health Licenses
*The 5 Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge, and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by Any Federal Government Agency|
American National Bank of Texas and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.