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832-581-7781
Fax:  866-281-6307
E-mail:  ackerman@thebroughtoninvestmentgroup.com
   

About Us

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Antonio L. Soler, MBA, MIM

Executive Vice President

714-321-1174

Antonio L. Soler is Executive Vice Presdient and Sr. Managing Director of the Broughton Investment Group.  Raised overseas as the son of a foreign diplomat and in the U.S. for 25+ years, Tony has pursued diverse, pedigreed academic and business careers, most recently post-graduate certificates in Public Administration (Indiana University-SPEA) and International Economic Development (Johns Hopkins-SAIS).

An Ivy League graduate from Cornell University (BA in Government and International Economic Relations), Mr. Soler speaks, reads and writes four languages fluently (English, Spanish, French and Portuguese), having conducted professional and personal business in over 15 countries across four continents over the past twenty years.  After Cornell University, Mr. Soler worked in major metropolitan-area banks and at a law firm before deciding to pursue dual-language graduate degrees in international financial and strategic management at U.S.-based American Graduate School of International Management (Thunderbird- MIM ‘97), and in Europe’s Escuela Superior de Administracion y Direccion de Empresa (ESADE-MBA ‘98).

Antonio’s core work experience encompasses the commercial credit evaluation of complex transactions, from client prospecting, due diligence, underwriting, negotiations and documentation, to back-end portfolio/account management, workouts/restructurings, distressed asset sales and divestitures/spin-offs. Notable business accomplishments include completion of GE Capital’s Risk Management Leadership Development Program, Boeing’s Executive Training for Globalization Seminar and consistently superior performance in a variety of mission-critical business credit operations and financial risk management roles during his decade-long tenure at both U.S. manufacturing & financial services corporate conglomerates.

Antonio has recently moved to the Miami area, where he looks forward to enhance his personal and professional development.  He enjoys the company of life-long friends in the South Florida area, traveling to see family in his native Spain, watching/playing a variety of sports, and reading up on modern history and current events at the cross-roads of global capital markets and socio-economic public policy developments.

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Anthony L. Ackerman, RICP

Vice President

832-581-7781
713-825-0710

Tony Ackerman, RICP, is Vice President and Senior Financial Planner for The Broughton Investment Group, Inc. (The BIG, Inc.) in Houston, Texas.  His career in financial advising began in 2007 when he joined New England Financial and New England Securities.   During his early years in the business, Mr. Ackerman became certified in financial planning for families with special needs children or adults.    He is also a Retirement Income Certified Professional® from the American College of Financial Services. 

A fifth generation Houstonian, Mr. Ackerman attended Memorial High School and completed his Bachelor of Science degrees in Economics and Management at Rice University.  He chairs the Rice Business Network for Rice University Alumni.  He is very active in his church and serves his community as a longtime member of the National Exchange Club.   He has five grown children and enjoys spending time with family and friends. 

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Alan Eduardo Heinze

Financial Planner & Private Wealth Advisor

210-774-4800
210-273-6565

My name is Alan Eduardo Heinze and I work for The Broughton Investment Group. As a financial advisor, I focus on connecting all aspects of client’s financial lives to help them prioritize and pursue goals that matter most to them. I collaborate with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve.

I am born and raised in San Antonio, Texas. Spanish was my first language and Hispanic culture has been a very big part of my life. I graduated from the McCombs School of Business at the University of Texas at Austin in 2011 and have worked in the financial industry ever since. My passion is to position families to help achieve their financial and personal goals utilizing the least amount of risk possible. I am an advocate for community development, small business growth, and charitable giving.

My practice ads value through holistic offerings, proprietary insights, leading research, and development of our community through civic responsibility and action. I assist in the areas of overall financial planning, investments (equities, debt instruments, treasuries, etc.), insurance offerings, long-term care, retirement, estate planning, and tax minimization strategies. I believe communication is one of the most important aspects of my practice. It is very important to me that clients understand exactly what they are invested into, what risk they face, and the underlying reasons for decision making.

I am extremely family-centric, value demanding work & dedication, and am always willing to lend a helping hand to those in need. My father immigrated from Germany during WW2 and later moved to San Antonio upon meeting my mom. He founded a vent-hood cleaning service company to provide for my family. At the age of 10 I began working for him and learned the true meaning of demanding work. These values form the foundation of my character – integrity, work ethic, mental fortitude, and humbleness.

If I am not working, you can probably find me at the golf range, at a park with my dog Rocco, playing pool, or what makes me the happiest, spending time with my family and friends. If you have any questions of interest in ways, we can help your financial life, please feel free to connect with me!

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Scott King

Director of Security & Logistics

512-800-5464

Mr. King was born in Dunedin, Fl. in 1971 to a mortgage banker mother and master electrician father. In 1978 his father accepted a career advancing position that took the family to Houston, TX. Once in Houston, Scott had a typical education, graduating from Stratford High School and continuing on to Houston Community College as a music major. During this time he realized retail management was to be his calling and discontinued his musical pursuits to focus on his retail career.

Beginning as a store manager for Diamond Shamrock by the age of twenty he moved on to big box retail as the Customer Service Manager for OfficeMax in River Oaks, the company’s highest volume location in Houston. Then, in 1997, moved on to Best Buy and, subsequently, the discipline change that would define his retail career – Loss Prevention. Capitalizing on the excellent work ethic and integrity instilled in him by his mother, within short order Scott was supervising the loss prevention departments in multiple locations and assuming leadership roles in new store openings. Mr. King has completed many phases of private security detail, loss-prevention, and logistics.  He is a valuable part of the BIG family of companies.

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