Financial Advisor & Investment Consultant. Eustace (Ace) has been licensed and in the Securities and Insurance industry since 1999. Born in Pune, India, he has lived and worked in India, Bahrain and the UAE. He has a Bachelors in Commerce and a Masters Diploma in Business Administration. Ace is a registered representative in the state of Texas holding the series 7, Series 65 and Series 63, securities licenses He has completed all the prerequisites courses for the CFP designation. He also has his General Lines License – that include – Life, Accident, Health, HMO and Property and Casualty Insurance. He has been an active Member of the National Association of Insurance and Financial Advisors (NAIFA) since 1999. Above all, this guy is the very definition of personalized service, with a heart that's bigger than his need for your business!
Over 15 years of experience has given this stalwart a sharp eye for figures (of the mathematical type). He's our backbone when it comes to facts and figures and has made multitasking a fine art.
This crazy character adds the color to our company and communications. With 25 years of website designing and digital marketing ,he's all set to paint the town with the TLC colors!