Donnie LaGrange w/Murphy & Sylvest Wealth Management
Donnie LaGrange w/Murphy & Sylvest Wealth Management
Categories
Financial Services - Investments & PlanningFinancial Services - Investing
- 1596 Edmondson Trail Rockwall Texas 75087
- (214) 373-8362
- Send Email
- Murphy & Sylvest Wealth Management
Hours:
Client Appointments are primarily T-W-Th between 0900-1700. Call for scheduling
Driving Directions:
Primary office is in Addison, near the Galleria, but Donnie often meets clients in his hometown of Rockwall. Second office is in Chicago, IL (Elmhurst).
About Us
Starting their respective careers in the late 80's, Susan Sylvest and Thomas E. Murphy, officially joined forces to create Murphy & Sylvest Wealth Management in 2012 in Dallas Texas. Tom, a CFP(r), is the CEO and leads the firm's comprehensive financial planning efforts. Susan, our Majority Owner and Chief Investment Officer has a background in banking and managing wealth for Ultra-high Net Worth clientelle. They added Cathy Caddell (of Rockwall) as the Chief Operating Officer shortly therafter. Tom ('82) and Cathy ('88) are both graduates of the United States Military Academy at West Point. They added a third Advisor (and 3rd West Point Grad) when Donnie LaGrange (of Rockwall) joined the firm in early 2020. With our desire to maintain a relatively low Client to Advisor ratio, we added Elizabeth Sullivan (and SMU grad) in 2022.
In Jan 2023, we opened our first satelite office in the Chicago Area and added Paul Nolte, a Certified Financial Analyst, to the team. Paul is a regualr on WGN Radio.
We are a Fee-only Registered Investment Advisor. We provide comprehensive financial planning and manage investment portfolios for our clients under a Fiduciary promise. We are consistently recognized by the Centre for Fiduciary Excellence for adhering to fiduciary best practices. We are also consistently recognized for both our planning and wealth management services by D Magazine. We are fully capable of Remote advising but do enjoy the personal proximity of face to face meetings.
Highlights
- Fiduciary
- Registered Investment Advisor
- Investment Portfolio Management
- Certified Financial Planner (TM)
Rep/Contact Info
Donnie LaGrange
-My wife, Amy, grew up in Mesquite (Poteet HS) and her family all lives in Rockwall now. We met at Harpoon Harry's in Panama City, FL while on Spring Break '98. She was earning her Marketing and Management degree at Texas A&M and I was earning my Economics degree from the United States Military Academy at West Point. She shared and sacrificed through my Army 21-year Army career, so when I retired from the Army as a Lieutenant Colonel, we came to Rockwall to be near her family.
Donnie LaGrange
- Phone: (214) 373-8362
- Cell Phone: (512) 623-9966
- Send an Email
- 1596 Edmondson Trail Rockwall TX 75087
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Rockwall Area Chamber
697 E I-30, Rockwall, TX 75087
972-771-5733
Call us anytime M-F from 8:00 AM to 5:00 PM