Tom Ricks
President at ETEXfinancial, Inc. | Dallas, Texas, United States
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Tom Ricks, as President of ETEXfinancial, Inc., brings over 39 years of extensive experience in the financial services industry, where he has honed his expertise in comprehensive wealth and risk management strategies. His leadership at ETEXfinancial is characterized by a strategic approach to financial planning, where he integrates risk management and portfolio management to create tailored solutions for clients. Under his guidance, the firm has launched several key projects aimed at enhancing client engagement and financial literacy, including innovative workshops and seminars that demystify complex financial concepts.
In addition to his role at ETEXfinancial, Tom serves as Program Director and Instructor for the SMU Certificate Program in Financial Planning, where he shares his wealth of knowledge with aspiring financial planners. This dual role allows him to stay at the forefront of industry trends while nurturing the next generation of financial professionals. His curriculum emphasizes critical skills such as financial analysis, asset allocation, and investment management, ensuring that students are well-equipped to navigate the evolving landscape of personal finance.
Tom's proficiency in developing comprehensive budgets and utilizing fixed annuities as part of a holistic financial strategy sets him apart in the industry. His commitment to delivering exceptional financial services is evident in his meticulous attention to detail and his ability to align clients' financial goals with effective risk management practices. As a thought leader in the field, Tom Ricks continues to drive innovation at ETEXfinancial, empowering clients to achieve financial security and peace of mind.
President at ETEXfinancial, Inc. in March 2005 to Present
CPFP Program Director at Southern Methodist University in May 2008 to Present
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Investments
Risk Management
Public Speaking
Strategic Financial Planning
Management Consulting
Financial Reporting
Portfolio Management
Budgets
Financial Analysis
Strategic Planning
Tax
Retirement Planning
Insurance
Series 7
Wealth Management
Financial Services
Financial Risk
Leadership
Finance
Wealth
Asset Management
Financial Advisory
Strategy
Personal Finance
Asset Allocation
Investment Management
Estate Planning
Financial Planners
Investment Strategies
Retirement
Securities
Fixed Annuities
Financial Planning
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What is Tom Ricks email address?
Email Tom Ricks at [email protected]. This email is the most updated Tom Ricks email found in 2026.
What is Tom Ricks phone number?
Tom Ricks phone number is +18064707969.
How to contact Tom Ricks?
To contact Tom Ricks send an email to [email protected]. If you want to call Tom Ricks try calling on +18064707969.
What company does Tom Ricks work for?
Tom Ricks works for ETEXfinancial, Inc.
What is Tom Ricks's role at ETEXfinancial, Inc.?
Tom Ricks is President
What industry does Tom Ricks work in?
Tom Ricks works in the Higher Education industry.
Tom Ricks Email Addresses
Tom Ricks Phone Numbers
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