Stavis Margolis Advisory Services

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Stavis Margolis Advisory Services Employees

Employee
Years
Job
Industry
Eric Sandrock, CFP® Eric Sandrock, CFP® Houston, Texas Details
Eric Sandrock, CFP®'s Stavis Margolis Advisory Services Experience 2002 - 2010
Job Principal, Performance Investment Group
Industry Financial Services
Experience
Performance Investment Group   2010 - Present
Stavis Margolis Advisory Services   2002 - 2010
Olde Private Brokerage   1999 - 2001

Skills
Investment Management, Financial Advisory, Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Financial Planning

Education
Texas A&M University
BS, Microbiology

Texas A&M University
Post Baccalaureate, Chemical Engineering

The American College
MS, Financial Services

Trey Maxwell Trey Maxwell Georgetown, Texas Details
Trey Maxwell's Stavis Margolis Advisory Services Experience January 2001 - May 2002
Job Director of Finance at Austin Foam Plastics
Industry Packaging and Containers
Experience
Austin Foam Plastics  June 2002 - August 2015
Stavis Margolis Advisory Services   January 2001 - May 2002
Dell  November 1998 - November 2000
Dell  June 1995 - November 1998

Skills
Process Improvement, Financial Analysis, Cross-functional Team..., Business Process..., Strategic Planning, Operations Management, Microsoft Excel, Microsoft Office, Team Building, Change Management, Budgets, Employee Benefits, Manufacturing, Lean Manufacturing, Continuous Improvement, Management, Program Management, Strategy

Education
St. Edward's University   1997 — 1998
Master's degree, Operations Management and Supervision

Southwest Texas State University   1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services

Bryce Eakin, CFA Bryce Eakin, CFA Greater New York City Area Details
Bryce Eakin, CFA's Stavis Margolis Advisory Services Experience June 2004 - August 2008
Job Associate Market Risk at Morgan Stanley
Industry Investment Management
Experience
Saïd Business School   September 2011 - September 2012
Raghavan Financial, Inc.   April 2010 - September 2011
BBVA Wealth Solutions (Formerly Stavis, Margolis Advisory Services)   September 2008 - March 2010
Stavis Margolis Advisory Services   June 2004 - August 2008

Skills
Investment Management, Risk Management, Economics, Econometric Modeling, Statistics, Statistical Modeling, Financial Analysis, Fundamental Research, Excel, VBA, MBA, Chartered Financial..., Excel models, Portfolio Optimization, CFA, Series 7, Series 66, Relative Value, Software Development, C#, Python, VB.NET, Matlab, Machine Learning, Investments, Fixed Income, Equities, Analysis, Wealth Management, Strategy, Portfolio Management, Management, Research

Education
Oxford University - Said Business School   2011 — 2012
MBA, Finance

Rice University   2004 — 2008
BA, Economics, Computer Science

Carey Kesner, CFP® Carey Kesner, CFP® Houston, Texas Area Details
Carey Kesner, CFP®'s Stavis Margolis Advisory Services Experience May 2005 - February 2007
Job Director of Financial Planning at Mosaic Advisors, LLC
Industry Financial Services
Experience
Mosaic Advisors, LLC   February 2012 - Present
BBVA Wealth Solutions  February 2007 - November 2011
Stavis Margolis Advisory Services   May 2005 - February 2007
Stavis Margolis Advisory Services   May 2004 - May 2005

Skills
Wealth Management, Estate Planning, Asset Management, Risk Management, Financial Planning, Asset Protection, Asset Allocation, Wealth Transfer

Education
Rice University   2005 — 2006
CFP, Certified Financial Planner Certification Education Program

Houston Baptist University - College of Business and Economics   2001 — 2005
Bachelor of Business Administration in Finance, Finance

Alan Stout Alan Stout Houston, Texas Area Details
Alan Stout's Stavis Margolis Advisory Services Experience June 2003 - April 2010
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2012 - Present
Margolis Brady Raghavan Financial, Inc.   April 2010 - April 2012
Stavis Margolis Advisory Services   June 2003 - April 2010
CBR  1987 - 1989

Skills
Asset Allocation, Investments, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, FINRA, Wealth Management...

Education
Rice University   1979 — 1986
BA, Economics

Collin Day Collin Day Dallas/Fort Worth Area Details
Collin Day's Stavis Margolis Advisory Services Experience June 2005 - September 2008
Job Advisor at Granite Financial Group
Industry Financial Services
Experience
Granite Financial Group   August 2013 - Present
MULLINS WEALTH ADVISORS, LLC   October 2008 - July 2013
Stavis Margolis Advisory Services   June 2005 - September 2008

Skills
Series 7, Series 66, Securities, Wealth, Financial Advisory, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Retirement, Investments, Estate Planning, Asset Managment, Risk Management, Fixed Annuities

Education
University of Houston-Downtown   2003 — 2006
BBA, Finance

Houston Baptist University   2001 — 2003

Cimalie Zoy, CFP Cimalie Zoy, CFP Houston, Texas Details
Cimalie Zoy, CFP's Stavis Margolis Advisory Services Experience December 1999 - March 2004
Job Vice President Investments
Industry Investment Management
Experience
The Mutual Fund Store  April 2015 - Present
Palantir Capital Management   March 2004 - April 2015
Stavis Margolis Advisory Services   December 1999 - March 2004
Prudential Financial  1998 - November 1999

Skills
Wealth Management, Investment Advisory, Finance, Investments, Financial Planning, Retirement, Management, Asset Management, Securities, Wealth

Education
Tulane University - A.B. Freeman School of Business   2003 — 2005
MBA, Management and Finance

The University of Texas at Austin   1992 — 1997
BA, Sociology

Susan Strong, CFP® Susan Strong, CFP® Houston, Texas Area Details
Susan Strong, CFP®'s Stavis Margolis Advisory Services Experience March 2007 - December 2008
Job CERTIFIED FINANCIAL PLANNER™ practitioner | Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Stavis Margolis Advisory Services   March 2007 - December 2008
FCA Corp  March 2004 - March 2007
Sussex Financial Group, Inc.   May 1999 - December 2003
Tetra Tech / Whalen  June 1995 - June 1997
United Methodist Publishing House  October 1981 - December 1994

Education
Rice University   2003 — 2004
Certificate of Completion, CERTIFIED FINANCIAL PLANNER™

Purdue University   1977 — 1981
B.S., Computer Science

Taras Zyla Taras Zyla Greater Boston Area Details
Taras Zyla's Stavis Margolis Advisory Services Experience 2001 - 2005
Job Sr. Manager at Accenture
Industry Management Consulting
Experience
Accenture  August 2005 - Present
Stavis Margolis Advisory Services   2001 - 2005

Skills
SAP, Salesforce.com, Data Conversion, Integration, Energy, Business Process..., PMO, Testing, Business Transformation, Management Consulting

Education
Carnegie Mellon University   2001 — 2005
BS, Business

National University of Singapore   2003 — 2003

Erin Garrison Erin Garrison Montgomery, Texas Details
Erin Garrison's Stavis Margolis Advisory Services Experience March 2005 - July 2007
Job Teacher at Conroe Independent School District
Industry Education Management
Experience
Conroe I.S.D.   July 2013 - Present
Vista Academy  August 2009 - July 2013
Compass Bank / BBVA   July 2007 - August 2009
Stavis Margolis Advisory Services   March 2005 - July 2007

Education
Texas A&M University   2002 — 2004
Bachelor's degree

Texas Lutheran University   2000 — 2002

Pleshetta Loftin, MBA Pleshetta Loftin, MBA Greater Nashville Area Details
Pleshetta Loftin, MBA's Stavis Margolis Advisory Services Experience 1999 - March 2002
Job Board Secretary at Compass EMP Funds Board of Trustees
Industry Financial Services
Experience
Crown Prospective Financial Consultants   January 2015 - Present
Compass EMP   December 2011 - August 2015
Compass EMP Funds Board of Trustees   November 2012 - April 2015
BBVA Wealth Solutions  September 2009 - December 2011
HFBC - Finance Board   July 2008 - July 2010
Houston's First Baptist Church  1989 - 2010
Stavis, Margolis Advisory Services, Inc.   March 2002 - September 2007
Stavis Margolis Advisory Services   1999 - March 2002
Houston Credit Coalition   January 1988 - February 1999
VALIC  February 1992 - October 1995

Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development

Education
University of Phoenix   2001 — 2003
MBA, Global Management, 3.87/4.0

Berlin American High School   1980 — 1983
High School Diploma, Computer Science

Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0

Roosevelt High School
High School Diploma

Brenda LaBelle Brenda LaBelle Houston, Texas Area Details
Brenda LaBelle's Stavis Margolis Advisory Services Experience January 2003 - January 2008
Job Manager at KPMG LLP
Industry Accounting
Experience
KPMG LLP  January 2009 - Present
Stavis Margolis Advisory Services   January 2003 - January 2008

Skills
SEC filings, Big 4, Tax Research, Due Diligence, Financial Statements, Tax Law, Tax Returns, Tax-planning, Corporate Tax, Partnerships, Mergers & Acquisitions

Education
University of Houston   2004 — 2008
Master of Science (MS), Accounting

Ronald (Randy) McCully Ronald (Randy) McCully Houston, Texas Area Details
Ronald (Randy) McCully's Stavis Margolis Advisory Services Experience 1999 - 2009
Job Managing Director at McCully Solar Group
Industry Financial Services
Experience
McCully Solar Group   October 2010 - Present
McCully Business Advisors   September 2009 - Present
Stavis, Margolis Advisory Services  1999 - 2009
BBVA Wealth Solutions (Formerly Stavis Margolis)   1999 - 2009
Charles River Financial Group   1998 - 1999

Education
University of Detroit Mercy   1972 — 1975
BS, MBA, Accounting and Finance

Kiran Ali, MBA Kiran Ali, MBA Houston, Texas Area Details
Kiran Ali, MBA's Stavis Margolis Advisory Services Experience March 2007 - February 2008
Job Commercial Representative – Regulated Pipeline at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products  May 2013 - Present
Enterprise Products  April 2012 - May 2013
Enterprise Products  November 2010 - March 2012
Enterprise Products  February 2008 - November 2010
Stavis Margolis Advisory Services   March 2007 - February 2008
Greater Houston Retailers Association (GHRA)   August 2005 - August 2006

Skills
Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Petroleum, Natural Gas, Pipelines, Energy, Commodity Markets, Contract Management

Education
University of Houston   2011 — 2013
Master of Business Administration (M.B.A.), Finance, General

Houston Baptist University   2006 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General