903 533 8585 - 800 436 1213
Gross Wealth and Financial Services
2401 Moores Lane
Texarkana, Texas 75503
JIMMY GROSS - Financial Advisor
Born and raised in Texarkana, Arkansas, Jimmy Gross is one of those rare people who are satisfied with life and appreciative of all the good they have received. Yet his reference to himself as a 'just a good old country boy' is a little misleading.
With a double major in business and agriculture Jimmy has a love of the land and a deep appreciation for and insight into, the financial lives of all of the clients he represents. Back when he was with Farm Credit he worked with lots of big farmers. They tended to be wealthy but cash poor. So when he went to Metlife that was one of his requirements of them, to work with large farms and show farmers how they could pass on their estate to their heirs. He wanted to be able to offer that service. Jimmy regards his clients as his second family. He says that when they come in to visit, they are coming home.
Married to his wife Renda for 42 years, he describes her as the family anchor who ensures that the family unit remains strong and united, organizing Christmas and family get togethers and keeping everybody happy. They have a son Jason who works with Jimmy at Gross Williamson and a daughter Julie who is a dance teacher.
When he left Metlife in 1999, Jimmy partnered with Nick Williamson to form Gross Williamson, a company they have owned for more than ten years. In keeping with Jimmy’s love for family and friendship, it is worth noting that Nick and Renda graduated from high school together and that Jimmy and Nick had played sport against each other from the age of 10. Loyalty and friendship are attributes that define their business where clients quite naturally become friends.
In 2000 Jimmy finally realized a dream when he was able to purchase a farm and run an additional 700 acres of land. Although only 8 years old, his grandson Travis accompanies him all over the farms so that he too will benefit from his grandfather's desire to pass on his estate someday to someone with a love of the land that parallels his own.
What began as simple advice from his mother: “If you want something badly enough, you can achieve it with good, hard work, has evolved into a business that continually attracts new clients looking for an ethic that seems rare these days. Jimmy loves the connection and trust he has with his clients and says as long as he can do the best job for them he won’t be retiring any time soon.
Jimmy Gross is a Registered Representatives and offer securities through Lion Street Financial Services, Inc. Member FINRA, SIPC. Gross Wealth and Financial Services and Feliciano Financial Group are not affiliated with Lion Street Financial Services, Inc. Services offered where licensed to do business. Currently licensed in Arkansas, Texas, Oklahoma, Mississippi, and Colorado.
JASON GROSS - Financial Advisor
With a father as a best friend and a mother and sister whom he loves and admires, it's easy to see why Jason Gross has a large sense of family that extends into his business life. His deep appreciation for old-fashioned values and ethics is reflected in a stability and maturity way beyond his years, a legacy he claims, that stems from a culture of hard work and appreciation that surrounded him, growing up.
Easy-going and a self-proclaimed prankster by nature Jason represents the next generation within their financial services firm. Originally a retail and mortgage banker he relocated to Texarkana to join Jimmy and Nick and learn the financial services business. It was a natural fit for the man who says: "The nicest thing about helping people, is knowing you’ve made a difference and guided them thoughtfully through some of the biggest decisions in their lives. People appreciate it when you care. My clients become friends. I establish life long relationships."
Although Jason is proud to have played baseball for Arkansas high school and the American legion he describes his biggest accomplishment as graduating from the University of Central Arkansas. Like all the men in his family he has a deep love of the land, hunting, sports and fishing. His biggest dream is to own land in different states, where he can take family and friends to celebrate life.
Jason Gross is a Registered Representatives and offer securities through Lion Street Financial Services, Inc. Member FINRA, SIPC. Gross Wealth and Financial Services and Feliciano Financial Group are not affiliated with Lion Street Financial Services, Inc. Services offered where licensed to do business. Currently licensed in Arkansas, Texas, Oklahoma, Mississippi, and Colorado.
LISA LINDSEY - Executive Advisor Sales Assistant
Voted 'Most Dependable' in high school, Lisa Lindsey knew from an early age that she wanted to be a secretary, earning awards for her typing skills. She’d always told her grandfather she would take care of things at his business, so the fact that she’s known as 'Mom' at both home and at work is no coincidence.
Lisa is never bored. Immersed in a business that constantly changes and evolves, she finds herself challenged to grow and learn every day. Organizing the office, which is run with a combination of efficiency and warmth, she provides an energetic, yet stable, support system to both the representatives and their clients.
Lisa began her career working with Metlife, where she was rapidly promoted to Assistant Agency Administrator, and then further promoted in 1996 to Agency Administrator. In 2000 she joined the Gross and Williamson financial firm, working with Nick Williamson and Jimmy Gross as their Senior Assistant in Texarkana.
Wanting to make a difference began early in her life with her father, her late mother, and two brothers. Although she is the youngest of three siblings, she is the eldest and only daughter and ably fills the role of 'Mom'.
She always encourages those she meets to have fun and be the very best version of themselves. She says: "I was lucky. I grew up surrounded with happiness. I want to pay it forward by being able to touch lives and leave them warm and strong."
Finally and most importantly, Lisa is blessed to be married to the love of her life. This gift fills her with great joy and fulfillment.
Jimmy Gross, Jason Gross are Registered Representatives and offer securities through Lion Street Financial Services, Inc.
Member FINRA, SIPC. Gross Wealth and Financial Services and Feliciano Financial Group are not affiliated with Lion Street Financial Services, Inc. Services offered where licensed to do business. Currently licensed in Arkansas, Texas, Oklahoma, Mississippi, and Colorado.
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Copyright 2017 Feliciano Financial Group
Securities and investment advisory services offered through Lion Street Financial, LLC., member FINRA/SIPC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.
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DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
Contact Feliciano Financial Group
1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment