Broker Check

Our Team

Morris Monroe

President and CEO

(281) 367-2483

Specialties - Wealth Management, Private Offerings, General SecuritiesLicenses/Exams - Series 65 Uniform Investment Adviser Law Examination (NASAA) State Securities Law , Series 53 Municipal Securities Principal, Series 28 Introducing...
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David Vaughan

RR, Advisor Agent

(281) 367-2483

Specialties - Fixed Income products, General SecuritiesLicenses/Exams - Series 7 General Securities Representative Examination General Industry/Product, Series 63 Uniform Securities Agent State Law Examination (NASAA)Registered...
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Robert C. Davis, Jr, CFA

WAMI Consultant

Robert ("Bob") Davis joined our Woodlands Asset Management, Inc. team in September 2010 after retiring from his wealth management firm, Davis Hamilton Jackson & Associates in Houston. He lends his expertise and market knowledge to our...

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Robert E. Telford

RR, Advisor Agent

(936) 634-3378

Specialties - General Investment Securities, Insurance ProductsLicenses/Exams - Series 24 General Securities Principal Examination, Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination...

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Chris Moss

RR, Advisor Agent

(936) 634-3378

Specialties - Investments, Retirement Planning, Employer Sponsored Benefit Plans, Group Insurance, Educator MarketLicenses/Exams - Series 24 General Securities Principal Examination, Series 7 General Securities Representative...
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Jim C. Harris

WSC-RR, Managing Partner, Jim C. Harris & Company, LLP

(281) 631-8520

Specialties - Investments, Retirement Planning, Employer Sponsored Benefit Plans, Estate Planning, Life InsuranceLicenses/Exams - Group I Life and Health License, Recording Agent Property and Casualty, Chartered Life Underwriter, Long...

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Gloria Sedita

Trading and Customer Service

(281) 367-2483

Gloria has over 45 years in the Investment Industry. She holds a Series 7 and 63 license and joined WSC in 2002. Gloria and her husband Joe are active members of St. Ignatius Loyola Catholic Church. They have a daughter and son- in-law...
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Christina Jenkins

Office Manager

(281) 367-2483

Christina is originally from California and has been with WSC since 2004. She is married and has 4 boys. She loves internet shopping and taking care of her animals, various cats, dogs, chickens and horses.
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Ramah Bernard

Trading and Customer Service

(281) 367-2483

Ramah has been with WSC since 2013 and holds her Series 7 and 63 licenses. She is actively involved as a coach and division coordinator for her sons youth soccer team. When not working or coaching, her time is filled with caring for...
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Connie Smith

CPA

(281) 367-2483

Connie has been a CPA for 33 years, the latter 14 with WSC.Her hobbies include: fishing, refinishing furniture and gardening. She loves going to the beach and listening to music.
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Laura Hendricks

Vice President

(281) 367-2483

Laura has been with the company for thirty years. She serves as the Vice President of WSC and the Compliance Officer for both WSC and WAMI. She graduated with a BBA in Marketing from Sam Houston State University and holds the following...
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