Michael F. Woram 

Owner –  Woram Wealth Management LLC

LPL Financial Registered Principal  

As the founder of Woram Wealth Management LLC, I bring over 28 years of experience managing financial assets for individuals , multi- generational families, trusts, retirement plans, alternative investments and managed portfolios.

I have strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investment strategies including retirement income, planning, and wealth accumulation needs. I welcome the opportunity to work with my client's attorneys and CPA's to assist with estate planning and wealth transfer.

Prior to founding Woram Wealth Management LLC, I served clients for over 12 years with Morgan Stanley Smith Barney and four years with two major U.S. Banks helping retail clients to pursue their financial goals. I am currently engaged and reside in the Preston Hollow neighborhood of Dallas, Texas. I enjoy outdoor activities and am an avid golfer.  I am a big fan of the arts and enjoy playing classical guitar.

Education and Licenses

Michael holds a Bachelor of Arts from the University of Texas at Austin, 1985

Michael holds FINRA  registrations through LPL Financial, Series 7, 24, 63 and 65 and is Life/Health and Disability Insurance licensed.