Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Justin Makris a partner of Wealth Design Group has been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term security and success. Justin and his firm provide clients with added value through innovative solutions, comprehensive financial service, and superior customer relations. Clients have access to products, specialists, and services tailored to fit their unique needs and specific goals.
Successful individuals and organizations have chosen to work with Justin because of his honesty, dependability, understanding of the financial markets, and dedication to providing only the best service for his clients. What this means to you is that he will focus on your best interest. This translates to clients being better educated and prepared to protect themselves against deterioration of wealth from taxes, inflation, market decline and unforeseen expenses.
Justin uses a unique process designed to help educate and prepare clients for any and all financial issues they will face. The process begins by first identifying goals you want to achieve. Then we evaluate the risks and challenges you may face that can prevent you from achieving these goals. Then together align action with your intentions, resulting in the accomplishing of your goals. Finally, He will honor his commitment to you by being readily available to update and improve your financial outlay. His ultimate goal is to transform your current thinking of money, which can result in financial freedom and confidence necessary to live life, as you desire.
Justin’s Career Highlights:
- Five Star Wealth Manager (2016 – 2018)
- Leaders Club Award Winner (2015 – 2018)
- Rising Star Award Winner (2012)
- Client Builder Award Winner (2011)
- Friends of the Harris County Medical Society
- Baylor University Graduate – BA in Marketing; BA in Entrepreneurship
- Baylor University New Venture Challenge winner
- Baylor Business network – Advisory Board Member
- Active registrations are:
- FINRA Series 7 (General Securities),
- FINRA Series 66 (Uniform Combined State Law)
- Holds life, health, & accident insurance licenses in multiple states.
- Worked and learned from top performers and owners of several different financial institutions – Morgan Stanley; Raymond James; Capstone Asset Management
Personal:
- Member of Second Baptist Church
- Star of Hope Volunteer
- Volunteer Basketball Coach for GOYA (Greek Orthodox Youth of America)
- Competitive Mixed Martial Artist
- Enjoy working-out almost as much as a good beer
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 0J11023