Financial Planning for Life 

CONNECT

Address:

San Antonio Offices:
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Phone: 210.998.5608
Fax: 210.855.3252

17803 La Cantera Terrace, Suite 7101 
San Antonio, TX  78256
Phone: 210.686.9000
Fax: 210.855.3252

Austin Offices:
1250 Capital of Texas Hwy S.
Building 3, Suite 400
Austin, TX 78746
Phone: 512.329.1940
Fax: 888.600.7671

9442 North Capital of Texas Hwy
Plaza One, Ste 500
Austin, TX 78759
Phone: 210.240.1689    
Fax: 888.600.7671 
 
Fair Oaks Ranch Office:
8000 Fair Oaks Pkwy, Suite 104
Fair Oaks Ranch, TX 78015
Phone: 210.530.1270
Fax: 888.600.7671

Phone:

Youree McBride, CFP®, CWS®

Youree McBride, CFP®, CWS®

Executive Wealth Manager

Youree is an Executive Wealth Manager with Genesis Wealth Management.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Wealth Strategist®, and has FINRA Series 7 and 66 registrations held by LPL Financial along with life, accident and health insurance licenses.

Youree believes the client is the single most valuable asset an organization can have. He is driven to provide sound financial advice/strategies to help clients pursue financial security through creation, growth and transfer of their wealth. Acknowledging that not all clients share the same insight regarding various aspects of financial planning, Youree works hand in hand to develop a comprehensive financial strategy with each client encompassing the following:

  • Investment Planning
  • Risk Management Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Prior to joining Genesis Wealth Management, Youree served as Wealth Manager with USAA, a Fortune 100 company where he was the trusted advisor to their high net-worth members.

He values dining out with his wife Emily, cracking “Dad jokes” with his daughter Finley and just trying to keep up with his son Harlan.

Phone 512•434•9435
Fax 888•600•7671
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