HOUSTON—September 07, 2018 – Icon Wealth Partners, a privately-held, independent wealth advisory firm headquartered in Houston, TX, today announced they have expanded their wealth advisory team with the addition of Brando Palazzo. Mr. Palazzo brings over eight years of wealth advisory experience and is focused on bringing Icon’s unique model of wealth management and financial advice to the next generation of high net-worth investors.
“We are very excited to welcome Brando Palazzo and his clients to Icon Wealth Partners,” states Blake Pratz, Founder and Managing Partner of Icon Wealth Partners. “His values and business strategies are aligned with our firm and will continue to build on our focus to provide a premier experience for the families and individuals we serve.”
According to Mr. Palazzo, “Icon Wealth Partners is a dynamic firm with impressive resources and experienced professionals. I am excited to introduce additional capabilities to my clients, including financial planning and customized portfolio construction. In particular, I look forward to leveraging the experience of Mike Cregan, Managing Director and Head of Fixed Income Strategies, in tailoring fixed income portfolios customized to my client’s specific needs. Resources such as these will provide an exceptional client experience and will help better serve my existing clients and attract new ones.”
Says Founder and Managing Partner Mark McAdams, “Brando exemplifies our strategy of attracting like-minded advisors who value true independence in serving their clients. We continue to look to grow the Icon team by continuing to add advisors at all career levels who share our values and culture”.
About Brando Palazzo
Over his 8+ year career, Mr. Palazzo has developed a diverse clientele of high-net-worth individuals and families including private business owners, attorneys and Fortune 500 executives, as well as family estates and trusts.
Prior to joining Icon Wealth Partners, Brando spent over eight years at Greenbriar Financial where he was a Financial Advisor as well as the firm’s investment research analyst.
Mr. Palazzo graduated from Houston Baptist University with a degree in Science. He has also completed courses in investment banking, accounting and finance at the Investment Banking Institute in Dallas, Texas. Brando resides in Houston with his wife and is an active committee member of Young Life Houston Central, a non-profit organization that works with inner city youth.
About Icon Wealth Partners
Icon Wealth Partners was launched as an independent advisory firm in February of 2017 by three founding partners – Mark McAdams, Blake Pratz, and Steve Schwarzbach. Icon Wealth Partners is based in Houston, Texas and is one of the largest independent advisory firms in Texas. Icon Wealth Partners serves a select clientele of high net worth individuals, business owners and professionals. Icon Wealth Partners is also a member of the Dynasty Financial Partners Network. For more information, please visit www.iconwp.com.