Bray Killingsworth, CEPA, CFP®
Managing Partner and Senior Advisor
Achiever | Responsibility | Belief | Maximizer | Input
I am from small-town Oklahoma and married my high school sweetheart immediately after attending Oklahoma State University together. After attending OSU, we moved to Dallas to begin our new endeavor of climbing the corporate ladder. I was blessed to start my career at a renowned firm that provides comprehensive financial counseling to executives of Fortune 500 companies. This allowed me to gain experience working with high net-worth individuals, executive compensation packages, complex estate planning and wealth transfer strategies, and the implementation of complex tax planning strategies, including tax preparation, in addition to obtaining my CERTIFIED FINANCIAL PLANNER™ designation through Southern Methodist University.
While we were in Dallas, our family started to grow, and I realized the corporate ladder was taking away the most valuable asset I own – my time. So, with our eyes drawn back to Oklahoma, I was able to land at Legacy Financial. I now have three children that I absolutely adore and get to spend more time with my best friend, Johnna. We spend our off time at kids’ sporting and school events and are a part of our local church.
Outside of being a dad and husband, I could not ask for a more fulfilling role as a financial advisor – to be a part of families’ and individuals’ stories in such a way that permits the opportunity to manage lifelong, and potentially, generational wealth. It is an absolute honor to come alongside our clients in the shared partnership in the stewardship of their financial lives.