Basic Information
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Company
Dogwood Capital Advisors -
Phone
281 661 8074 -
Email
Michael@dogwoodca.com -
Mobile phone
918 886 1935 -
Website
https://www.dogwoodca.com/ -
What is your "why"? Why do you do what you do?
My why is to bring clarity and trust to an industry that often feels confusing or sales-driven. I want clients to know they have an advisor who genuinely puts their best interest first and walks with them through every life stage. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you going through any major life or career changes right now?
Do you feel confident that your current financial plan fits your next stage of life?
Do you have someone helping you make sure all the financial pieces of your life are working together? -
Unique Selling Proposition
Our fee structure is directly tied to your success. When your portfolio grows, we both win. That alignment keeps us focused on your long-term results, not commissions or one-time transactions. -
About me
I have long held a passion for personal finance and a desire to make a meaningful impact
in the lives of others. My experience serving in the Army National Guard instilled in me the
importance of working in an orderly and efficient manner, while also reinforcing the value
of service and making a positive difference in the lives of those around me. Outside of work, my wife Syann and I enjoy playing with our son, Wyatt, and our dog, Koda. In my free time, I also enjoy spending time outdoors fishing and playing golf. -
Profession
Wealth Management -
Title
Operations Manager -
Hobbies and interest
All outdoor activities, primarily golf and fishing.
Contact Information
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City / Town
Houston -
State
Texas -
Zip
77032 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/Dogwoodca -
LinkedIn Profile
www.linkedin.com/in/michael-edwards-a16067212
Education
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College / University
University of Houston - Downtown