Our investment professionals bring nearly 50 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 E US 290 SVRD
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
 
 
 
 
 
 
 

 
 
Nadine Hall
Senior Client Associate
6420 E US 290 SVRD
Austin, TX 78723

 
Office: 512.302.6863 • 800.252.8148 ext 6863
Fax: 512.302.6163
nhall@swbc.com
 

 

 

Alex Garcia
Licensed Client Associate

Office: 512.302.6863 • 800.252.8148 ext 6863
Fax: 512.302.6163 
alex.garcia@swbc.com