With work experience over four years, Donald Roberts is currently working at Woodway Financial Advisors as a Vice President. Donald received his education from 1993 to 1995 at the Sam Houston State University. Donald Roberts is a proven expert, that is proven by qualifications : Certified Financial Planner and License 061142. Donald is located in Spring, Texas. To contact directly Donald, you can search for their phone number or e-mail or receive full information by requesting access to the professional's further details on this website.
Name variants:
Don Roberts,
Donnie Roberts,
Donny Roberts
Last updated May 07, 2024
Contact Information
Last Update
Jun 27, 2022
Email
do**@gmail.com
Location
Spring, TX
Company
Workplace
Colleagues
Work History
Vice President
Houston, Texas Area
Woodway Financial Advisors, a Trust Company, is an independent financial planning and investment management organization dedicated to creating value, improving worth, and protecting assets o...
from Feb 1997
Education
1993 — 1995
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Planner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Asset Allocation
Investments
Certified Financial Planner
Financial Advisory
Financial Planning
Finance
Retirement Planning
Financial Analysis
Asset Management
Investment Management
Financial Services
Portfolio Management
Estate Planning
Risk Management
Investment Advisory
Selling
Mutual Funds
Financial Modeling
Sales
Private Pilot
Strategic Financial Planning
Wealth Management Services
Trust Services
FAQs about Donald Roberts
What's the main profession of Donald Roberts?
This professional's job is Vice President
What jobs is Donald Roberts proficient at at?
Donald is a professional such jobs as Executive and Vice President.
Where does Donald Roberts live?
The expert currently lives in Spring, Texas.
What is the professional's email?
The professional's email is do**@gmail.com.
Where did Donald Roberts work?
The professional worked at Woodway Financial Advisors, american express financial.
Does Donald Roberts have personal website or blog?
This professional`s website is http://www.woodwayfinancial.com/.
What education does Donald Roberts have?
Donald studied at the Sam Houston State University from 1993 to 1995.
What are the certifications of Donald Roberts?
The professional received the following certifications: Certified Financial Planner and License 061142.