STA Wealth Management

Description

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

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STA Wealth Management Employees

Employee
Years
Job
Industry
Lance Roberts Lance Roberts Houston, Texas Area Details
Lance Roberts's STA Wealth Management Experience June 2001 - Present
Job Radio Talk Show Host at Streettalk With Lance Roberts
Industry Financial Services
Experience
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

Scott Bishop Scott Bishop Houston, Texas Area Details
Scott Bishop's STA Wealth Management Experience April 2014 - Present
Job Director of Financial Planning, CFP®, CPA/PFS
Industry Financial Services
Experience
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

Karl E. Krueger Karl E. Krueger Houston, Texas Area Details
Karl E. Krueger's STA Wealth Management Experience March 2015 - Present
Job Senior Wealth Advisor at STA Wealth Management
Industry Financial Services
Experience
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

Luke Patterson Luke Patterson Houston, Texas Area Details
Luke Patterson's STA Wealth Management Experience 2009 - Present
Job Chief Investment Officer at STA Wealth Management
Industry Financial Services
Experience
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

Nishil Patel Nishil Patel Sugar Land, Texas Details
Nishil Patel's STA Wealth Management Experience May 2013 - August 2013
Job Student at The University of Texas at Austin
Industry Information Technology and Services
Experience
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

Brooke Joyce Sanders Brooke Joyce Sanders Houston, Texas Area Details
Brooke Joyce Sanders's STA Wealth Management Experience January 2012 - September 2014
Job Q'Max America Inc.
Industry Oil & Energy
Experience
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

Robert Staten Robert Staten Houston, Texas Area Details
Robert Staten's STA Wealth Management Experience April 2011 - Present
Job RLJCS
Industry Information Technology and Services
Experience
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

Stephen Kirby Stephen Kirby Houston, Texas Area Details
Stephen Kirby's STA Wealth Management Experience July 2015 - Present
Job Financial Planner at STA Wealth Management
Industry Financial Services
Experience
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

Andrei Costas Andrei Costas Houston, Texas Details
Andrei Costas's STA Wealth Management Experience July 2014 - Present
Job Senior Investment Analyst
Industry Investment Management
Experience
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