Donnie W. Roberts
Geen lopende functies
Profiel
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.
Eerdere bekende functies van Donnie W. Roberts
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-04-2015 |
Opleiding van Donnie W. Roberts
| Sam Houston State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
