Justin A. Makris in

Justin A. Makris

Harmonizer · DISC type IS
Financial Advisor at Wealth Design Group
📍 Greater Houston, United States

Justin Makris is a Partner at Wealth Design Group, where he focuses on empowering families through strategic financial planning. He leverages his expertise in estate, business, and retirement planning to help clients achieve their goals. Justin holds a BBA in Finance from Baylor Universitys Hankamer School of Business.

Justin is a native Houstonian who is married to his high school sweetheart, Lauren, and they have three children. An avid outdoorsman, he enjoys hunting, fishing, and spending time with his family at their bay house in Galveston. He is also an active member of NAIFA Houston.

He believes that investing is far more of an emotional intelligence test than an IQ test, and that emotional discipline is the real superpower.

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Current Role
Financial Advisor
Job Level
Junior
Location
Greater Houston, United States
Personality Overview

How Justin shows up

Diplomatic
Friendly
Adaptive

They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Priorities

Topics Justin cares about

Family Financial Strategy
His firm's mission is to empower families to experience purpose, freedom, and abundance through comprehensive financial planning and coaching.
Legacy Planning
He has shared that legacy is not just about inheritance, but also about passing on the stories, traditions, and values that shape future generations.
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Career

Work history

Financial Advisor
Wealth Design Group
Investment Advisor Representative
Wealth Design Group
Partner
Wealth Design Group
Financial Services
Morgan Stanley Wealth Management
Summer Intern
Capstone Asset Management
In the press

Media appearances

Justin Makris, Financial Advisor at Wealth Design Group. Featured in YouTube
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Justin Makris at Wealth Design Group | Houston TX. Featured in Facebook
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Education
2001 - 2005
Education details unavailable
Houston Christian High School
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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