Associate Wealth Advisor - Lewisville Headquarters
“My goal is to apply the financial services skills, experience, and education I've gained over the years toward building long-lasting client relationships and making a positive impact on the community.”
Kamryn Markus is a native Texan, born and raised in Boerne, Texas. She is a graduate of Texas Tech University where she participated in their nationally recognized Personal Financial Planning (PFP) program. Initially starting her career with Global Wealth Advisors as an intern in 2020, after graduation she joined the firm and quickly earned the credentials needed to serve as an Associate Wealth Advisor in their Lewisville office. She holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®.
Kamryn works closely with clients to assist our advisors in developing a financial plan that is tailored to their specific situation. She has a strong understanding of a wide range of financial topics, including retirement planning, investment planning, estate planning, and risk management. She is also a skilled communicator and relationship builder, taking the time to get to know the clients and their individual needs and goals. She credits her past work experience in the family’s small business as helping her develop effective communication and teamwork skills.
In her free time, you can find Kamryn and her husband spending time with family and friends, exploring local eateries and coffee shops, or enjoying time outdoors in the Dallas Fort Worth area. To learn more about how Kamryn can help you achieve your financial goals, please schedule a consultation with her today.
The Lewisville office is located at: