Partners

Aaron R Estrada

Managing Partner & Co-Founder
(817) 614-1400
aaron@estradawebb.com

 

Aaron R Estrada is co-founder of Estrada Webb & Associates with over 19 years of extensive experience in the wealth management industry. 

Aaron is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals. Aaron brings a unique blend of strong business acumen and risk management skills in helping his clients achieve their long-term goals. Aaron seeks to help his clients build real wealth that is not focused solely on dollars and cents. By providing the experience needed to efficiently manage a client’s overall financial picture, Aaron is able to free up his clients' time to pursue the truly meaningful things in life. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client’s true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. Aaron is committed to being a trusted advisor that helps his clients and their families experience true wealth.

Aaron spent his college years at Southern Methodist University and the University of Texas at Arlington.

 

Morgan J Webb, CFP®, CFS, EA

Managing Partner & Co-Founder
(682) 472-2501
morgan@estradawebb.com

 

Morgan J Webb is co-founder of Estrada Webb & Associates and has been providing wealth management services to families and business owners in the Dallas Fort Worth metroplex since 2006.

As a Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.

Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS. She graduated from the University of North Texas with a BBA in Marketing.