STA Wealth Management
Located in: CitycentreAddress: 800 Town and Country Blvd #410, Houston, TX 77024 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday(Washington's Birthday)8AM–5PMHours might differ Suggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (281) 822-8800Category: Website: : : : : Place name: : : Website: http://www.stawealth.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
STA Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at STA Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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STA Wealth Management Employees
STA Wealth Management June 2001 - Present
The Lance Roberts Show August 2006 - Present
Skills
Blogging, Investments, Portfolio Management, Asset Management, Securities, Mutual Funds, Finance, Financial Analysis, Asset Allocation, Management, Alternative Investments, Strategic Planning, Strategic Financial..., Wealth Management, Asset Managment, Financial Modeling, Equities, Marketing, Risk Management, Customer Service, Investment Strategies, Business Development, Valuation, Team Building, Due Diligence, Corporate Finance, Budgets, Business Strategy, Public Speaking, Hedge Funds, Financial Services, Retirement Planning, Marketing Strategy, Investment Advisory, Equity Research, Trading, Venture Capital, New Business Development, Real Estate, Fixed Income, Entrepreneurship, Private Equity, Leadership
Education
Texas State University-San Marcos 1983 — 1987
BBA, Business
STA Wealth Advisors, LLC April 2014 - Present
STA Wealth Management April 2014 - Present
Research Financial Strategies January 2013 - April 2014
Sound Financial Solutions, LP May 1998 - December 2012
Houston CPA Society 2007 - 2009
Coastal Securities 1995 - 1998
PetroCorp, Inc 1993 - 1995
Energy Development Corporation 1991 - 1993
Arthur Andersen 1990 - 1991
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Wealth Management, Investment Advisory, Retirement, Finance, Financial Planning, Financial Planners, Succession Planning, Portfolio Management, 401k, CPA, Financial Services, Charities, Small Business, Financial Analysis, Financial Reporting, Financial Advisory, Tax, Charitable Giving, Retirement Income..., Captives
Education
University of St. Thomas (TX) - MBA 1993 — 1995
MBA, Finance
The University of Texas at Austin 1986 — 1990
BBA, Accounting
STA Wealth Management March 2015 - Present
Fidelity Investments April 2004 - March 2015
Merrill Lynch August 1998 - April 2004
AIM mutual funds 1994 - 1997
Skills
401k, Fixed Income, Finance, Securities, Sales Presentations, Relationship Management, Fixed Annuities, Series 7, Retirement Planning, Wealth Management, Investments, Financial Planning, Portfolio Management, Mutual Funds, Sales, Direct Sales, Marketing, Customer Service, Financial Services, Sales Process, Leadership, New Business Development, Retirement, Financial Analysis, Risk Management, Financial Modeling, Wealth, Management, Financial Risk, Process Improvement, Project Management, Project Planning
Education
Texas A&M University 1991 — 1994
STA Wealth Management 2009 - Present
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Series 7, Asset Management, Financial Analysis, Financial Modeling, Account Management, Business Development, Strategic Planning, Risk Management, Real Estate, Banking, Equities, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Finance
Sam Houston State University 1991 — 1995
BA, Marketing
Halcon and Crane August 2014 - Present
IBM May 2015 - August 2015
Nike, Inc. June 2014 - May 2015
IBM 2015 - 2015
IBM 2015 - 2015
IBM 2015 - 2015
STA Wealth Management May 2013 - August 2013
Skills
Software Development, Programming, Mobile Design, User Experience Design, Corporate Social Media, Business Analysis, Java, JavaScript, Python, SQL, HTML, C, Process Improvement, Photoshop, Project Management, Web Design, Photography, Research, Management, Microsoft Office, Leadership, Social Media, Technology Change...
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Computer Science, Advertising and Business Foundations Certificate, 3.5
Q'Max America Inc. June 2015 - Present
STA Wealth Management January 2012 - September 2014
GLOBAL FINANCIAL SERVICES, LLP January 2006 - January 2011
Skills
Mutual Funds, Financial Services, Bonds, Spanish-speaking, Executive..., Client Relations Skills, Stock Market, Foreign Currency, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, FINRA, Investments, Series 7
Education
Sam Houston State University 1991 — 1994
STA Wealth Management April 2011 - Present
Elementtechsys January 2009 - Present
Network Operation Center January 2009 - Present
Burton Construction January 2009 - August 2010
Burton Construction January 2009 - July 2010
US Legal Support October 2006 - December 2008
Banc One Corporation November 2000 - September 2006
Skills
Windows Server, Active Directory, Microsoft Exchange, MS Project, Servers
Education
University of Nebraska-Lincoln 1996 — 1999
na, Computer Science
Prairie View A&M University
Bachelor of Science, Computer Engineering Technology
University of Nebraska-Lincoln
Bachelor of Science, Computer Engineering Technology
STA Wealth Management July 2015 - Present
Sound Financial Solutions, LP November 2011 - June 2015
Skills
Financial Planning, Estate Planning, Business Succession..., eMoney Financial..., Research, Microsoft Office, Microsoft Excel, PowerPoint, History, Teaching
Education
The Ohio State University 2000 — 2003
J.D.
Texas State University-San Marcos 1996 — 2000
B.A., Political Science and Government, History
STA Wealth Management July 2014 - Present
STA Wealth Management June 2013 - Present
Skills
Financial Analysis, Market Research, Financial Modeling, Strategy, Value Investing, Stock Picking, Investments, Valuation, Portfolio Management, Equities, Competitive Analysis, Finance, Investment Management, Asset Allocation, Hedge Funds
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2001 — 2004
Bachelors of Science, Business