Donnie W. Roberts
Plus aucun poste en cours
Profil
Mr. Donnie W.
Roberts is Vice President & Trust Officer at Woodway Financial Advisors.
He oversees the planning, administration and investment of Woodway client accounts.
He is a past President of the Financial Planning Association of Houston Foundation.
Mr. Roberts has a Bachelor's of Business Administration in Economics from Sam Houston State University.
He is an active member of the Houston Estate and Financial Forum and Financial Planning Association.
Anciens postes connus de Donnie W. Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
Formation de Donnie W. Roberts
| Sam Houston State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
