Text Messaging Now Available

We are excited to announce that you can now text the team at CIS Wealth! As we continue to improve and develop our customer experience we have added another convenient way you can reach us. See the text numbers below to reach us.

Please remember that any written requests to withdraw funds need to be confirmed verbally as a security precaution.

Bob Barber – (830) 256-8171
Nathaniel Morris – (830) 256-8173
Mary Jo Lyons – (704) 980-0500
Service & Appointment Requests – (830) 256-8172

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