Family, faith and financial independence are all important to Quail Creek Investment Center Senior Vice President Alan Webb.
As a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor, and Certified Retirement Counselor, Webb helps clients manage their wealth and plan for their family’s futures.
“While we serve clients in all stages of life, we find that much of our business comes from those planning for retirement, or those in retirement needing ideas for how best to take income from accumulated assets,” Webb said. “But, no matter our client’s goals, we’ve accomplished our job when they are truly confident in their financial stability.”
Webb is a Registered Representative of LPL Financial, the nation’s largest independent securities brokerage firm in total revenues. He has gained exceptional experience in the complex field of personal wealth management and manages over 400 accounts.
He and his wife, Anita, live in west Edmond, where they raised their two children, Brianne Kennemer and Dr. Tyler Webb, and are now watching their grandchildren grow up here. In 1985, they established a local nonprofit, all-volunteer organization called Santa’s Cause, and have managed the charity for more than 35 years. They also support local charities such as Youth For Christ and Willow Pregnancy Support Services.
Congratulations, Alan, on celebrating 25 years with Quail Creek Bank!
Alan J. Webb, CEP®, CMFC®, CRC® is a LPL Registered Representative. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA & SIPC.
Insurance products are offered through LPL or its licensed affiliates. Quail Creek Investment Center and Quail Creek Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Quail Creek Investment Center, and may also be employees of Quail Creek Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Quail Creek Bank or Quail Creek Investment Center. Securities and insurance offered through LPL or its affiliates are: