Wealth Management Since 1971

PHILLIP HAMMAN

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PHILLIP HAMMAN

CFA, CFP®

MANAGING DIRECTOR, PRESIDENT

CHAIRMAN OF WEALTH MANAGEMENT COMMITTEE

Industry Experience: 17 years

  • Graduate, Texas Tech University – B.S., Personal Financial Planning
  • Currently serves L&W as Chairman of the firm’s Wealth Management Committee and as a member of the firm’s Investment Committee, Management Committee, and L&W Board of Directors
  • Leads the firm’s wealth planning team
  • Significant experience working with high-net worth and ultra-high-net worth individuals and families, having previously served as a lead wealth advisor for a multi-family office and wealth management firm
  • Member of the Wisdom Tree RIA Advisory Board
  • Member, CFA Institute, Financial Planning Association, Houston Business & Estate Planning Council, Investments & Wealth Institute, PFP – Texas Tech – Alumni Advisory Board
  • Former board member for the Ft. Bend American Heart Association
  • Married with three active children

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