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Overview Dedicated to protecting and growing our clients' wealth. |
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In this complex and ever-changing world, an increasing number of investors are turning toward professional guidance from independent fee-only advisors. Whether it is a comfortable retirement, funding college education, or leaving a legacy, KING’s Wealth Management Services has helped our clients reach their financial goals with a proven disciplined approach, providing satisfaction and peace of mind. When you hire a financial advisor (as with any professional) his or her credentials, experience, and integrity must meet the highest standards. Your advisor should provide independent, objective advice—free of conflicts of interest—and be aligned to achieve your financial goals. As an independent fee-only registered investment advisor, we are committed to the highest ethical standards; KING places the interests of our clients first. At every level, we emphasize integrity, responsive personal service, and sound investment strategies—we manage our clients' assets as if they were our own. King Investment Advisors, Inc., founded in 1981, is one of the most respected financial firms in Houston. KING has been named to the prestigious Wealth Manager Magazine’s Top Wealth Managers list and Financial Advisor Magazine's 2007 special report: RIA Firms Ranked by 2006 Asset Growth. The magazine rated KING’s investment and financial planning services to high net worth individuals among the nation's top 100 independent advisors in the $500 million to $1 billion asset category. Also, KING participates in the TD Ameritrade AdvisorDirect program, having met its stringent due diligence requirements.
Dean L. Boebinger
Member of the Financial Planning Association (FPA); Board member, the University of Houston Gift Planning Advisory Council; formerly served on the Board of the Planned Giving Council of Houston; and is a member of the Houston Estate and Financial Forum. Previously, Dean served as Vice President of Retirement and Investment Services with Fremont Investment Advisors where he was responsible for management of three regional offices and $350 million in assets for high net worth individuals. His other investment experiences include financial advisor positions at Coastal Banc and American Express. Dean is listed by Paladin Registry Inc. as a five-star (highest rating) member of the Paladin Registry of Financial Professionals. The Registry uses an independent proprietary evaluation process for rating the quality of advisors. Education: B.A., Economics, University of California, Berkeley; M.S., Healthcare Administration, University of Houston/Clear Lake.
Jon M. Speight
Member of the the Financial Planning Association (FPA), Houston chapter, and the Houston Estate and Financial Forum. Previously, Jon served as Vice President of Financial Synergies Asset Management, where he was responsible for creating, implementing, and monitoring investment plans for high net worth individuals. His investment experience also includes three years as an Investment Specialist for Charles Schwab & Co., Inc. where he was awarded "Most Valuable Broker" for the Southwest Region in 1998. Before joining Charles Schwab, Jon spent four years as a Registered Representative for Fidelity Investments. Education: B.S., Speech Communication, The University of Texas, Austin. |
Career Highlights: 18 years experience in the investment business. Joined King Investment Advisors, Inc. in 2000. Currently, Senior Vice President, Wealth Management Services, and Certified Financial Planner™ Certificant. 
Career Highlights: 17 years experience in the investment industry. Joined King Investment Advisors, Inc. in July 2003. Currently, Vice President, Investment Advisor Representative, and Certified Financial Planner™ Certificant.