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Michelle Mckesson Holmes

Americana Partners, LLC

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About Michelle Mckesson Holmes

Michelle Holmes is an investment advisor representative with Americana Partners, LLC. Michelle has been in the financial services industry since 2006. Michelle holds the Series 7, Series 66 and SIE licenses and is registered with the state of Texas. Michelle has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and UBS Financial Services Inc.

Firm Information

Michelle Holmes is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Holmes’s Registration & Firm History

TX

01/03/2022 - Present

Americana Partners, LLC (Dallas TX)

TX

11/20/2020 - 12/07/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

06/01/2009 - 07/31/2019

MORGAN STANLEY (DALLAS TX)

TX

02/13/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)

TX

09/26/2006 - 03/04/2009

UBS FINANCIAL SERVICES INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 07/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Mckesson Holmes.
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