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...

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...

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...

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...

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...

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.

Daniel works diligently in our Operations Department and helps serves our clients' customer service needs.    He is currently working on his BBA in Finance and will subsequently obtain his securities licensing.  While...

Connie has been with the company for over 15 years.  Her hobbies include: fishing, refinishing furniture and gardening. She loves going to the beach and listening to music.

Anna originally joined our company in our Accountng Department and now works as a Client Associate.  While not at work, Anna enjoys her family and her church in The Woodlands. 

Laura has been with the company for over thirty years. She is 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...