PARTNER
INVESTMENT ADVISORY
Michael A. Horlick
5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
michael.horlick@swm.hmidev.net
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T: 972.661.4600
F: 972.934.8310
- Over 30 years of experience in wealth management, investment management and tax planning
- Prior to joining SWM in 2012 he provided wealth management advice to clients through his own firm, Four Corners Wealth Management
- Formerly with Price Waterhouse, Bank of America/US Trust and JPMorgan
- Serves on Southern Wealth Management’s Management Committee and Investment Committee
- Bachelor’s degree in Business Administration from University of North Carolina at Chapel Hill
- Master’s degree in Accounting from the University of North Carolina at Chapel Hill
- CERTIFIED FINANCIAL PLANNER™
- Charted Financial Analyst® (CFA®)
- Personal Financial Specialist (PFS™) credential with the American Institute of Certified Public Accountants
- Member of the Financial Planning Association (FPA), Chartered Financial Advisor (CFA®) Institute, and the CFA Society Dallas/ Fort Worth
- FINRA licensed – Series 7, 24, 63, 65, 66