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Greater Texas adds Daniel Butcher to its wealth advisory services team

Greater Texas Financial Solutions, the investment arm of Greater Texas Credit Union, is ramping up its advising team to help more central Texans with their financial planning and investment needs. Daniel Butcher has joined the credit union as a wealth advisor working out of the Lamar branch and serving all of Central Texas.

As an experienced financial consultant, Butcher works with individuals, families, and businesses to develop personalized financial plans for every stage of life. He will also arrange seminars and workshops related to financial planning, investing, and retirement for individuals, groups, and businesses.

Whether a client is planning to buy a first house, saving for a child’s college, or needing assistance with selecting the right financial path for retirement, Butcher can analyze financial situations and provide strategic guidance to help save and accumulate wealth. He can also advise about effective wealth distribution strategies to reduce taxes and keep investment accounts growing. Butcher is detail oriented and makes it a point to discover every client’s personal goals to create a plan that helps make their goals become reality.

“Daniel Butcher is passionate about helping people build a financial legacy that supports the family from cradle to grave,” said Joe James, vice president of Greater Texas Financial Solutions. “As a wealth advisor, his role is to help clients develop a financial strategy that aligns with their needs and goals.”

Butcher is experienced in all aspects of financial planning from his previous position as a financial advisor at Edward Jones. He is a graduate of the University of Texas at Austin.

Greater Texas Financial Solutions provides securities and advisory services offered through LPL Financial Services, a registered investment advisor and broker/dealer.