W.C. Burgoyne, CFP®, CFS®, AIF®
OSJ, Wealth Planner
As Branch Manager, W. Carr Burgoyne, Jr. brings a blend of common sense, keen knowledge and personal caring to the financial support and advice he provides to our clients. A native Houstonian, Carr is the third generation in the financial service industry and has strong Texas values, ethics and respect for a hard day’s work. The Burgoyne Family tradition of independent advice dates back to his grandfather, Wallace Martin Burgoyne, who started his career in 1927 with a firm (Spencer Trask) well known for giving independent advice on preferred stocks.
A Graduate of Stephen F. Austin University, Carr gained a BBA in Finance, is a Certified Financial PlannerTM Practitioner, Certified Fund Specialist, and Accredited Investment Fiduciary. Carr holds a Series 7, 66, 24 and 20 and has over 18 years in the financial service industry. As a Retirement Wealth Planner, Carr considers foremost the unique needs of our clients, along with the financial objectives they have for themselves and their families, to create financial plans which are streamlined for all generations.
Carr and his wife Wendy are active members of their community and live in Spring, Texas with their two sons, Carr III and Colson.