5. Michael-A.-Horlick

PARTNER

INVESTMENT ADVISORY

Michael A. Horlick

5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
michael.horlick@southernwealth.com
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T: 972.661.4600
F: 972.934.8310

  • Over 26 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 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