CONNECT

Address:

6420 U.S. Highway 290 East
Austin, TX 78723


We will reply to your email/phone call within two business days.

Phone:

(512) 302-6863,,

Our investment professionals bring over 45 years of combined experience in the financial services industry. Our financial professionals have earned the trust and respect of their clients by identifying their needs and providing customized solutions. Whether your financial needs are short- or long-term, they are dedicated to providing you with the very best service and support. For more information and to schedule an appointment, call 512-302-6863 today!

 
 
Ben Coleman 
Senior Investment Advisor
6420 US Highway 290 East
Austin, TX 78723

OFFICE 512.302.6817 •  800.252.8148 ext 6817
FAX 512.302.6187 
 
 
 
 
 
Jeff Carrol-Freund, CLTC 
Financial Advisor
8300 North FM 620 Bldg Q
Austin, TX 78726

OFFICE 512.421.2761 •  800.252.8148 ext 2761
FAX 512.302.6154
 
 
David Matthews, CFP®? 
Financial Advisor 
6114 W. William Cannon Dr.
Austin, TX 78749

OFFICE 512.533.4219 
FAX 512.302.6239 
 
 
 
 

Eric Lindner 
Financial Advisor 
400 W Central Texas Expy
Harker Heights, TX 76548

OFFICE 512.234.1805 
FAX 866.752.8849 
 
 
 
 

 

Nadine Hall
Senior Client Associate
6420 US Highway 290 East
Austin, TX 78723

OFFICE 512.302.6863 • 800.252.8148 ext 6863 • FAX 512.302.6163
nhall@swbc.com

 

 

Shannon Taylor
Licensed Client Associate

6420 US Highway 290 East
Austin, TX 78723

OFFICE 512.421.2835 • FAX 512.302.6134
shannon.taylor@swbc.com

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck