Broker Check

Your Team

At Wheat-Givens Financial, our clients benefit from our team approach. Our clients know that each of us bring unique skills to work for them every day and we work as a team to make sure our clients get the very best financial planning and investment management service. Meet the team members who keep the ship on course! 

Phil Wheat

Advisor/Co-Owner

214.385.2415

214.385.2434

pdwheat@wheatgivens.com

Phil Wheat founded his independent registered advisory firm in 1996 to take advantage of the changes in the industry at that time and to serve clients by putting their interests first. Phil is a financial advisor/planner with a...

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Lori Givens

Advisor/Co-Owner

214.385.2415

214.385.2434

lbgivens@wheatgivens.com

Lori Givens joined the firm in early 2013 when Phil recognized the need for additional team members. Lori has a background in software development and implementation and brings technical know-how to the team. Currently, Lori serves as...

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Alex Gray

Advisor Assistant

214.385.2415

214.385.2434

agray@wheatgivens.com

Alex joined the team as an intern in the summer of 2019, then as a full member in May of 2020 after graduating from Texas Tech University with a Bachelor of Science in Economics, along with minors in Math and Personal Finance. He is...
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