Who We Are
JEFFREY A OCKWOOD,CIMA®
Managing Director - Investments
Tel: 972-473-5944
E-mail: jeff.ockwood@wachoviasec.com
Jeffrey Ockwood has achieved a distinguished career in financial services by putting his clients' interests first. With more than 25 years of experience, Jeff has earned a reputation for exceptional service and personal integrity.
Jeff earned his designation as a Certified Investment Management Analyst (CIMA®) at the University of Pennsylvania Wharton School. In addition, he graduated from the inaugural class at Wharton on Endowments and Foundation Management. Jeff has earned the Accredited Investment Fiduciary™ (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Katz School of Business.
Active in his community, Jeff has served in leadership roles for the Dallas Council on World Affairs, and the Easter Seal Society; supports the Texas A&M University’s Corps of Cadets Association; and is a life member of the Marine Corps League.
ALLISON M. HARTER
Financial Advisor
Tel: 972-473-5951
E-mail: allison.harter@wachoviasec.com
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. With more than 10 years experience in helping people, Allison Harter maintains a high level of personal service and advice for every client relationship.
Allison began her investment career in 1995, and joined Jeff Ockwood in 2001. Allison has earned the Accredited Investment Fiduciary™ (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Katz School of Business. She also holds her Series 7, 63,65 and 3 securities registrations and insurance licenses.
DELLA M. PRATHER
Account Administrator
Tel: 972-473-5927
E-mail: della.prather@wachoviasec.com
With more than 7 years of experience, Della Prather provides clients with dedicated personal service. She provides operations support, manages new accounts, and is responsible for overall account maintenance. She also holds her Series 7 and 66 securities registrations.
Della’s previous experience includes more than 8 years with a major architectural engineering firm. Serving as a project coordinator and office manager, Della facilitated requests for proposals and contracts.
Della, her husband Kurt, and her family currently reside in McKinney.
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