Norman 'Scotty' Scott
Norman 'Scotty' Scott Managing Partner
830-428-2222
Norman Scott works with RIA’s helping them become more efficient in the fixed income management side of their practice. Norman’s 20 years of experience has put him in a position of respect among his peers and RIA clients for his portfolio abilities, providing his RIA clientele strategic ideas, portfolio analytics and portfolio design. It has also afforded him broad access to all sectors of the income markets for competitive executions. He understands that individual client needs of RIA’s differ and specialized attention is what is demanded to assist the RIA to achieve those objectives. Over the years, Norman has proven these value-added services presents opportunities for RIA’s to spend more time on other areas of their business as well as to capturing new assets.

 

Periodic portfolio analysis is a key tool in making sure portfolios are performing to expectations and that credits are in line with the portfolios objectives.

Joe Cotton
Joe CottonSr. Partner
830-428-2227
With over 27 years in the business, Joe Cotton’s goals continue to be the enhancement of his efficiencies and expertise in the income space and adding value to the practice of financial professionals. As a strategic partner, Joe works with advisors to help them be more effective in their overall practice by delivering a high level of service and expertise to investor portfolios. Joe provides advisors support and education in their efforts to generate income and provide comprehensive portfolio management, portfolio analysis, consulting and execution in the income markets. 
Carr Stokes
Carr StokesPartner
830-428-3448

Carr Stokes has over 14 years of diverse experience within the financial services industry, primarily in fixed income sales, consulting, and leadership.  He began his career in 2004 as a financial advisor with a major wire house.  Following his passion in designing and building fixed income solutions he made a move to institutional fixed income as an advisor to financial advisors and fixed income trader/consultant.  Carr graduated from Texas Tech University and achieved his Master’s in Business Administration from Texas A&M International University.  Outside of the office Carr enjoys spending time with his wife, daughter, and two dogs.  As a native Texan, he is an avid outdoorsman including spending much time at his family ranch in South Texas.  One of his passions outside his career involves helping stutterers through his role as national spokesperson for Janus Group/SpeechEasy along with supporting the Stuttering Foundation for the Young.

 

 

William McLaughlin
William McLaughlinOperations Mngr. & Trading Asst.
830-428-2225

Will applies his technical and operational expertise to complement more than twenty-two years in the Air Force as a Space Systems Operator and Air Traffic Controller.  He gained his industry experience with New York Life and NYLife Securities.  He oversees the Operations Department and works closely with the strategic partners to ensure all our advisor RIA clients receive top-rate service. His responsibilities include designing fixed income proposals and performance reports as well as managing the day to day trade executions and settlements.  Will holds series 6, 7, and 63 security licenses and a Bachelor’s degree in Economics from the Colorado State University – Pueblo and an MBA and Masters of Science in Finance from Webster University.