Michael O'Meara
LPL Registered Representative in Texas
Education
- The University of Idaho, Moscow Idaho. BS. General Business Degree. Graduated 1980.
Most Proud of / Awards / Recognitions
- Director on chamber of commerce at one time
- Involved in Rotary
- First Baptist Church
- Member of Berry Creek Country Club
Areas of Focus
INDIVIDUALS
- Personal Wealth Management Services
- Personal Investment Planning
- Investment Management
BUSINESS CLIENTS
- Pursue Wealth Preservation
- Retirement Plan Services
- Request For Proposal
Licenses and Registrations
- Series 7, 24, 63 license (held with LPL Financial), group 1 – insurance license for life, health and annuity
Contact Information
Gateway Financial Partners
31005 La Quinta Drive
Georgetown, TX 78628
Office: (512) 931-2480
Cell: (512) 868-7562
Fax: (512) 749-6670
momeara@mygfpartner.com
LIFE PHILOSOPHY
Don’t sweat the small stuff!
Experience
I have been helping investors with their financial goals since my start in the industry with Merrill Lynch in 1995. I hold securities licenses in; Life, Health, and Annuity insurance. I have worked as an independent financial representative for the past 16 years. Prior to that I was the Investment Representative for the Private Client Services group of a major national bank.
Day in my life
- 60% - working to helping clients and potential client pursue their financial goals and dreams
- 20% being a grandpa-father and husband
- 20% various family and friend activities including golfing