MANAGING PARTNER, POSITION WEALTH
Danny is an experienced financial advisor and educator who believes in carefully managing risk to position clients for financial independence. He is also a proven team builder with an exceptional vision for customer service. To pursue his passion for wealth building through risk management, Danny co-founded Position Wealth with Cary Marger in 2019. Prior to going independent, Danny served as a financial advisor for Merrill Lynch since the year 2010. There, he formed Allizadeh Marger & Associates, forming an incredible financial advisory team along with client relationship expert, Jessica Colón, and eventually, Debra Allizadeh as well. Danny has been a key player in the financial services industry since 1997, spending his first 13 years as an advisor-to-advisors on investment management and retirement income strategies. He graduated from the University of California at Berkeley in American Studies with a focus in Economics and Business Administration. Today, he lives in The Woodlands, Texas, with his wife Debra and their two children.
MANAGING PARTNER, POSITION WEALTH
Cary is a passionate advocate for turning visions into realities and living the life you love. After graduating from the University of Texas at Austin School of Architecture, Cary got the chance of a lifetime — to support the scientific mission of the U.S. Antarctic Program at McMurdo Station, Antarctica. For nearly a decade, Cary worked and lived there in six to 12 month stretches. Between contracts, he pursued adventures all around the world, visiting all 7 continents by the age of 30. All the while, Cary kept in touch with childhood friend, Danny Allizadeh, and pursued a lifelong interest in all things finance. Just as Cary was tired of living out of duffle bags, he and Danny decided they’d make a great wealth management team. Cary packed up and moved to Houston to work with Danny, becoming a financial advisor at Merrill Lynch. The two formed Allizadeh Marger & Associates at Merrill Lynch in 2010, and moved on to form Position Wealth in 2019. Today, Cary works and lives in Salt Lake City, Utah — a place he chose to be close to the mountains, where he loves to ski, mountain bike, climb, and golf — along with his wife, Michelle.
CLIENT RELATIONSHIP MANAGER, POSITION WEALTH
Debra has a passion for interacting with people. A 20-year veteran of the services industry, she’s worked with Danny Allizadeh and Cary Marger to raise financial awareness since 2018. Debra creates financial plans that help prospects understand the Position Wealth difference. A natural-born networker, Debra builds relationships with clients, watches over life’s milestones, remembers birthdays and anniversaries, and keeps a keen eye on their financial outlooks. Having always been fascinated by human behavior, Debra studied Behavioral Neuroscience at the University of California, San Diego. Her studies landed her in sales, where she met Danny Allizadeh. Eventually, she joined Danny at Allizadeh Marger & Associates at Merrill Lynch. She then supported Danny and Cary in their drive to found Position Wealth in 2019. Beyond the giving she does in her work, Debra finds great joy in contributing to the betterment of society, and is passionate about philanthropy. She also has a competitive streak, which she has satisfied by playing competitive tennis for the last 15 years. Along with her husband, Danny, and their two children, Debra lives, plays tennis, and volunteers in The Woodlands, Texas.
Position Wealth LLC Form ADV Part 2A
Privacy Policy Notice – Position Wealth
Fidelity Investments is an independent company, unaffiliated with Position Wealth, LLC (CRD # 325116/SEC#:801-127393) Investment advisory services are offered Position Wealth, LLC., an SEC registered investment advisor with its principal place of business in The Woodlands, Texas. The publication of Position Wealth’s website on the internet should not be construed by any consumer or prospective client as Position Wealth’s solicitation or attempt to render transactions in securities, or the rending of personalized investment advice over the internet. The information on this internet site should not be construed as personalized individual advice. A copy of our current written disclosure statement as set forth on Form ADV, discussing our business operations, services, and fees is available upon written request. We do not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
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TCWP LLC dba Position Wealth is not affiliated with Position Property Group. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. TCWP LLC makes no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
TCWP LLC dba Position Wealth is not affiliated with Position Insurance. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. TCWP LLC makes no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Position Property Group is not affiliated with TCWP LLC d/b/a Position Wealth. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. TCWP LLC makes no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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