Guided Trails Private Wealth Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

William Fox, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

William Fox

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit William Fox's website
Kelly Robbins, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Kelly Robbins

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Kelly Robbins's website
Guy Acerra, Private Wealth Advisor serving the San Antonio, TX area - Ameriprise Advisors

Guy Acerra

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Guy Acerra's website

Team

Jackie J. Mitchell

Jackie J. Mitchell

Client Service Coordinator

Cullen Ferguson CFP <sup>®</sup>

Cullen Ferguson CFP ®

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

Texas A&M Class of 2020, B.S. in Ag. Economics with a focus in finance and financial planning.

Roles & Responsibilities

  • Assisting in Financial Planning.
  • Assisting in Client Service.
  • Developing & Maintaining Client Relationships.
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