HOUSTON--(BUSINESS WIRE)--Icon Wealth Partners, a privately-held, independent wealth advisory firm headquartered in Houston, TX, officially announced today that they have expanded their team with the addition of two veteran wealth advisors. Brooks McGee and James Pavlik joined Icon as Managing Partners this past summer from Houston-based RIA Avalon Advisors, where they were both Managing Directors. Joining Mr. McGee and Mr. Pavlik from Avalon are Allison McKibbon, Senior Client Relationship Manager and Jack Wiesen, Senior Investment Analyst.
With this major addition, Icon continues its trajectory as one of the fastest growing Independent RIAs in Houston as the firm approaches $2 billion in Assets Under Advisement. Mark McAdams, Founding Partner, explained, “We had significant growth in 2020. The addition of James and Brooks along with their team and clients was the largest contributor to that growth.”
“The Icon platform continues to exceed our expectations. We could not be more pleased since joining Icon six months ago with the depth of the research and the tools we have been provided to serve and advise our client families,” said Mr. McGee.
Mr. Pavlik added, “We are able to offer our clients access to some of the best managers in the industry, who all have global scale and a long history of generating superior performance in a tax efficient manner.”
Mr. McGee and Mr. Pavlik work primarily with high net worth individuals, families and foundations in Texas. One of their specialties is working with families having a life transition. These new phases may be due to selling a business, retirement, transition of assets to the next generation, or other life events.
“We recognize that we are seeing many families during key life transitions and we welcome the responsibility for helping client families navigate through those events,” said Ms. McKibbon.
“Brooks and James bring extensive investment experience and deep client relationships to Icon Wealth Partners. They, along with Allison and Jack, have a reputation in our industry of providing superior client service. We are delighted to welcome them to the Icon family,” said Steve Schwarzbach, Founding Partner. “We are now well-positioned to be one of the leading financial advisory firms in Houston. We plan to continue to add additional teams who would like access to our outstanding platform and who embrace putting clients first.”
According to Blake Pratz, Founding Partner, “Adding a team with Brooks’ and James’ experience and background is a proud moment for Icon Wealth Partners and a key element to our overall growth strategy. We have positioned Icon Wealth Partners as a destination for high performing advisors by investing in a first-class platform and outstanding people. For like-minded advisors, we provide the scale and resources to compete and win in the marketplace and we plan to continue to expand on this business strategy through the selective addition of successful financial advisors.”
Icon Wealth Partners is a member of the Dynasty Financial Partners network and benefits from Dynasty’s scale. Icon uses Dynasty’s award-winning integrated platform for independent advisors that includes wealth management services, access to top asset managers, institutional research, and state of the art technology.
Among its other critical resource partners, Icon utilizes Fidelity to provide custody services for its clients’ assets.
About Icon Wealth Partners
Icon Wealth Partners was launched as an independent advisory firm in February of 2017 by three founding partners - Mark McAdams, Blake Pratz, and Steve Schwarzbach. Icon Wealth Partners is based in Houston, Texas and is one of the largest independent advisory firms in Texas. Icon Wealth Partners serves a select clientele of high net worth individuals, business owners and professionals Icon Wealth Partners is also a member of the Dynasty Financial Partners Network. For more information, please visit www.iconwp.com.
Icon Wealth Partners, LLC, is registered as an investment adviser with the U.S. Securities and Exchange. For additional information about Icon Wealth Partners, please request our disclosure brochure as set forth in Form ADV using the contact information above.
