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Advisers form alliance
Comments 0 | Recommend 0Gary Warren, David Harvey and Mercedes Barker have formed a strategic alliance at the Wachovia Securities Odessa branch located at 3800 E. 42nd St., Suite 333.
The three advisers said the alliance should help them to provide in-depth financial advice to any kind of investor.
Warren, a broker in Odessa for 25 years, has expertise ranging from commodity, option and stock trading to retirement and estate planning.
Harvey, a financial adviser here since 1981, works in taxable and tax-advantaged fixed income, income-generating strategies for stock portfolios, retirement accounts from IRA to 401K, annuities and long-term care insurance policies.
Barker has extensive trading background. As a commodity trading adviser, she is fluent in Spanish.
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