Our Story
About Us
An independent practice built on trust, transparency, and a genuine commitment to your financial future.
Who We Are
Three advisors. One team. One rep ID.
WRM Financial stands for Williams, Rangel & McGuire — an independent financial planning practice based in the heart of Houston's East End. We operate as an independent broker-dealer through our affiliation with LPL Financial, one of the nation's largest and most respected independent broker-dealers.
Our affiliation with LPL Financial gives our clients access to a broad platform of investment products, research, technology, and compliance infrastructure — while keeping us fully independent. That independence means our advice is driven entirely by what's right for you, not by proprietary products or corporate quotas.
What makes us different is simple: Gabriel, John, and Alison all work together under the same rep ID. That means when you become a client, you don't get one advisor — you get the full weight of the team, every time.
With over 50 combined years of experience, we've helped individuals, families, professionals, and business owners navigate the full spectrum of financial planning — from first-time savers to those approaching retirement and beyond.
The Team
Meet Our Team
Gabriel Rangel II
Co-Founder | Financial Advisor | OSJ
Gabriel brings decades of experience helping families and small business owners build and protect their wealth. His disciplined, relationship-first approach has guided clients through multiple market cycles with steady confidence.
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John Scott Williams
Co-Founder | Financial Advisor
John specializes in retirement income planning and small business retirement solutions. His deep knowledge of tax-advantaged strategies helps clients maximize what they keep.
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Alison Williams
Financial Advisor
Alison focuses on client relationships and comprehensive financial planning. She is passionate about making financial guidance accessible to individuals and families at every stage of life.
[email protected]Our Affiliation
Independent. Affiliated with LPL Financial.
WRM Financial operates as an independent broker-dealer through our affiliation with LPL Financial — one of the nation's largest independent broker-dealers. This structure gives our clients access to a comprehensive platform of investment products, research, and technology, while preserving our independence to act solely in your best interest. Our advice is never driven by proprietary products or corporate mandates — only by what's right for you.
Member FINRA / SIPCReady to start the conversation?
There's no obligation and no pressure — just an honest conversation about where you are and where you want to go.
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