TED D. SNOW, CFP®, MBA

AUTHOR & CONTRIBUTOR

BIO

My roots in the financial services industry started in 1987 when I began working at a well-known investment company based in Boston, MA. Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual fund investing, individual securities trading, financial planning concepts, and learning to provide superior customer service.

In the last year of my career at this company, I grew uneasy. I had the desire to advise people with much more depth than I was allowed to. I saw too many people making emotional and risky financial decisions because they chose to “do it themselves”.

They simply didn’t know what they didn’t know.

Coordination of retirement, investments, insurance, business, estate, and taxes was how I could truly help these customers, which they were in desperate need of. While earning my MBA in Financial Planning at the University of Dallas, I developed a desire for entrepreneurship and decided it was time to take a huge leap of faith to start my own practice. With no clientele and armed with industry knowledge and the skill of great customer service, I set out to build a financial planning practice.

After spending eight additional years with independent firms building my practice, I founded Snow Financial Group, LLC in 2006 with the purpose of offering true “personal” service to my clients. We focus on two primary “values”.

First, offering great client service. To this end, and relative to other financial advisory firms, we keep our client list small to provide clients quick access to me and staff while cultivating great relationships.

Second, creating a comfortable and easy atmosphere where people like to come and talk about their financial lives.

The industry has changed so much since 1987; however, my passion around these core values have proven to be successful formula. Snow Financial Group, LLC starts with being personal. I feel like the families in my practice are part of my personal family. If you decide to be one of the families we serve at Snow Financial Group, LLC, you will experience wealth management like you’ve never experienced it before, personally.

EXPERIENCE 

Ted D. Snow, CFP®, MBA specializes in helping families, successful professionals, and business owners strive to attain their financial goals.

Ted is the founding principal of Snow Financial Group, LLC and brings to his firm and clients one of the most prestigious professional designations in the financial services industry, the CFP®. Ted has been recognized publicly for his sound practices, experience, and ethical standards and offers his clients decades of experience in the field of financial planning.

Ted D. Snow, CFP®, MBA began practicing in the financial services industry in January 1987.

He obtained his MBA in financial planning from the University of Dallas in 1995 and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 1997. Upon this accomplishment, Ted not only provided financial planning services to the public but he also served as an adjunct professor at the University of Dallas’ Graduate School of Management beginning in 1999.

In 2002 and again in 2006 Ted was honored in D Magazine’s list of “Best Financial Planners.” He was interviewed by Forbes in 2004 for a financial column and has been recognized in the 2005, 2006, 2007, 2008, 2009, and 2010 editions of Guide to America’s Best Financial Planners. He appeared in the December 2007 edition of Addison magazine. He is currently a registered representative and an Investment Advisor Representative with Kestra Advisory Services, LLC.

EDUCATION

University of Dallas

Master of Business Administration (MBA), Financial Planning

Graduated magna cum laude with a master’s degree in business emphasizing financial planning.

Utah State University

Bachelor of Science (BS), Business, Finance, and Economics

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