Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cameron McIlhenny

Houston,TX

Summary

Finance professional with four years of experience building and managing relationships with high-net-worth individuals and business owners. Proven ability to originate new client relationships, lead complex financial planning engagements, and coordinate with internal specialists across investment, estate, tax, and philanthropic planning. Skilled in delivering personalized advice to both traditional retirees and private wealth clients through a collaborative, multi-disciplinary approach. Brings a strategic mindset, strong communication skills, and a commitment to high-touch client service.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Associate Financial Planner

49 Financial
Houston, TX
06.2021 - Current
  • Originated and managed relationships with high-net-worth clients—primarily attorneys and business owners—ranging from seven to eight figures in net worth.
  • Served as the primary point of contact throughout the planning process, coordinating senior advisors as needed based on client complexity.
  • Specialized in two key segments: traditional retirees, and private wealth clients served through a fractional family office model.
  • Designed customized financial plans addressing investment strategy, tax mitigation, estate planning, charitable giving, and business transitions.
  • Partnered with internal teams—including investments, estate, generosity, and new ventures—to deliver comprehensive, integrated advice.
  • Ensured alignment between planning strategies and portfolio implementation, while the investment team handled ongoing asset management.
  • Fostered long-term client relationships through proactive planning, strategic insight, and consistent, high-touch service.

Education

Bachelor of Arts - Economics With Financial Applications

Southern Methodist University
Dallas, TX
05-2021

Skills

Client origination and relationship management

Retirement analysis and projections

Tax-efficient distribution planning

Investment strategy

Risk management

Estate and estate tax planning

Charitable giving

Business succession planning

Executive compensation

Team-oriented

Certification

  • NASAA Series 65 – Uniform Investment Adviser Law Exam (Active)
  • FINRA Series 6 – Investment Company and Variable Contracts Representative (Active)
  • FINRA Series 63 – Uniform Securities Agent State Law Exam (Active)
  • FINRA Securities Industry Essentials (SIE) – Completed
  • Texas General Lines Insurance License – Life, Accident, Health, and HMO (Active)

Timeline

Associate Financial Planner

49 Financial
06.2021 - Current

Bachelor of Arts - Economics With Financial Applications

Southern Methodist University

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