A Shared Vision

Experience, Knowledge and Understanding

Letter from Hunter Coleman, Wealth Manager, AAMS

To our clients who are already familiar with our commitment, thank you for your support and trust in the work that we do and the responsibility that you have bestowed upon our group. For those visiting us for the first time, we are honored that you are considering us to provide a service of such importance to your financial well-being.

Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for our clients. We are proud to serve a number of successful individuals and families that include LGBTQ business owners, Executives, and Technology Investors. By taking the time to listen and forge deeper relationships with our clients, we gain a more personal understanding of their unique and evolving concerns. That knowledge and connection allows us to deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family.

We put the needs of our clients first. And we chose to partner with Hilltop Securities because we believe the firm is also dedicated to your best interests. We provide comprehensive client-first service paired with the resources and support of an international financial services firm. You'll have access to a sophisticated suite of products and services designed to address even the most complex financial needs. And we can leverage the insights of industry experts – from award-winning research analysts and investment strategists, to specialists that go far beyond traditional investing, offering expertise in trust and estate planning, equity compensation strategies, cash and lending solutions, insurance protection, business services and more.

I studied Psychology, Literature, and Global Politics at Columbia University in New York. I have the great privilege to serve clients who live across the United States, including in New York, California, Louisiana, and the great state of Texas.  As a gay financial planner in Austin, Texas, I believe in the benefits of diversity and the importance of a values driven process. This century will be filled with opportunities for wealth managers who remain global in their thinking, objective in their approach, and keenly focused on the concerns, aspirations, and dreams of our clients. 

Please feel free to reach out to us directly to explore how we can add meaningful value to the financial well-being of your family, business, or organization. 

Sincerely,

Hunter L. Coleman

Strategic Advantage

Our team delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company. While Hilltop Securities has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

Hunter L. Coleman, AAMS

Lead Financial Advisor and Wealth Manager

Priscilla M. Duggan

Registered Client Service Associate

David Pergande

Financial Planning Consultant

Joseph Turek, CFP

Financial Planning Consultant

About HilltopSecurities

Every need is different, so every solution must be unique.

It begins with listening, and working to truly understand your objective. Our wealth of product knowledge and diversity of services, including risk and cost analysis, enables us to help find sound solutions tailored to meet your needs.

When serving as financial professionals, we explore proposed solutions through candid conversations and a realistic look at the anticipated results. Because being aware and informed lets you make confident decisions. This is how we build long-term relationships and help enrich the financial future of communities, business, and individuals.

  • Wealth Management
  • Clearing Services
  • Public Finance
  • Fixed Income Capital Markets
  • Structured Finance/Debt Capital Markets

HilltopSecurities is a unique blend of financial strength, deep industry knowledge, and years of experience.

Our firm was born out of the fusion of two respected and successful firms with complementary business lines: First Southwest Company, a broker-dealer founded in 1946 and known for its municipal advisory practice, and Southwest Securities, Inc., a full-service broker-dealer since 1972.

As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, we’re backed by a strong and diverse financial services enterprise. One that’s focused on moving our clients forward.

Nothing better represents this than our iconic buffalo, “Mo,” a symbol for our collective strength, unified force, and the unstoppable momentum of an advancing herd.