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TLWM Team

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  2. About Us
  3. TLWM Team

TLWM Team

Investment Team

Enzo T.
Pellegrino, CFP®

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Founder, CEO &
Wealth Advisor

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Simon
Thompson, CFA

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Senior Vice President &
Wealth Advisor

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Elissa
Lococo

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VP of RIA Operations & Sr. Research Associate

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Wealth Advisors

Enzo T.
Pellegrino, CFP®
 

Enzo-thumb.jpg

Founder, CEO &
Wealth Advisor

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Simon
Thompson, CFA
 

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Senior Vice President &
Wealth Advisor

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Preston
Vaught
 

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Wealth Advisor

 

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Robert S.
Bowerman,CFP®
 

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Wealth Advisor

 

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Brian
Tobin, CFP®

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Wealth Advisor

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Financial Planning Team

Enzo T.
Pellegrino, CFP®

Enzo-thumb.jpg

Founder, CEO &
Wealth Advisor

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Robert S.
Bowerman,CFP®

Enzo-thumb.jpg

Wealth Advisor
 

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Brian
Tobin, CFP®

brian-thumb.jpg

Wealth Advisor

 

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Service 360 Team

Liza
Reichle

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VP of Operations & Human Resources

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Erika
Ocaña

Operations Associate

 

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Victoria
Hernandez

Administrative Receptionist

 

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Jessica
Baigen

Operations Associate

 

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Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Jessica Baigen

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

©2024 Texas Legacy Wealth Management

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