Christi Staib, Mba

Christi Staib, Mba Email and Phone Number

President, Wealth Manager @ Silver Sail Wealth Advisors
Richardson, TX, US
Christi Staib, Mba's Location
Richardson, Texas, United States, United States
Christi Staib, Mba's Contact Details

Christi Staib, Mba work email

Christi Staib, Mba personal email

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About Christi Staib, Mba

You and your loved ones are worth every moment of planning for your future.Tap into the abundance that exists and surround yourself with support(ers) like us.For the Love of your family (and yourself) we help you create the platform on which to build your future. We focus on providing wealth management strategies to families around the world. We help clients address their five biggest concerns: Preserving Their Wealth, Mitigating Taxes, Taking Care of Their Heirs, Ensuring Their Assets are Not Unjustly Taken and Charitable Giving.At Silver Sail Wealth Advisors, our goal is to work toward building and preserving every client's financial position, to help simplify their lives and be accountable for our work. We strive to have our clients tell us they have confidence in their financial futures. We use all the tools available to help guide our clients in acquiring, preserving and transferring wealth according to their wishes.Financial Guidance, ~ Simple ~ Secure ~ SmartChristi is a frequent interview guest on TV, radio, and print, both financial and general interest. She is an author on the issue of women and finance. Her book on The Unique Financial Needs of Women Today came out on Amazon in September 2016.Her research shows women think and communicate about investments differently than men and the Silver Sail team is well-versed in this communication.~~~~~~~~Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Staib Wealth Management and Silver Sail Wealth Advisors are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Series 7 and 63 held with LPL.

Christi Staib, Mba's Current Company Details
Silver Sail Wealth Advisors

Silver Sail Wealth Advisors

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President, Wealth Manager
Richardson, TX, US
Christi Staib, Mba Work Experience Details
  • Silver Sail Wealth Advisors
    President, Wealth Manager
    Silver Sail Wealth Advisors
    Richardson, Tx, Us
  • Abundance360
    Member
    Abundance360 Oct 2021 - Present
    Santa Monica, Ca, Us
    Member of Abundance360. Abundance360 is Singularity University’s highest-level program run by Singularity Founder Peter H. Diamandis, MD. This year-round leadership program is designed for founders, executives, and investors who are ready to create meaningful impact and leave a legacy. Solving the worlds biggest problems together.
  • Silver Sail Wealth Advisors
    President, Wealth Manager
    Silver Sail Wealth Advisors Apr 2010 - Present
    Plano, Texas, Us
    Christi Staib is the President and Wealth Manager at Staib Wealth Management Dba Silver Sail Wealth Advisors. She focuses on providing wealth management strategies to men and women around the world. Together with her partners, she helps affluent clients address their five biggest concerns: Preserving Their Wealth, Mitigating Taxes, Taking Care of Their Heirs, Ensuring Their Assets are Not Unjustly Taken and Charitable Giving.Financial Guidance, ~ Simple ~ Secure ~ SmartThe financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Society Of International Business Fellows (Sibf)
    Texas State Chair
    Society Of International Business Fellows (Sibf) Oct 2011 - Dec 2014
    Atlanta, Georgia, Us
    Business leaders recognize that success in an intricate and interconnected world requires a powerful network and keen understanding of global trends to stay ahead of the curve. Our mission: to educate and connect leaders throughout the world to further their professional and personal success.
  • Financial Industry Regulatory Authority (Finra)
    Committee Member District Six
    Financial Industry Regulatory Authority (Finra) Jan 2012 - Oct 2014
    Washington, District Of Columbia, Us
    Adding my voice to a committee of compliance officers, broker-dealer owners, and other branch managers to help protect the general public within the Finance space as well as protect the financial advisor from overregulation was my goal.
  • Sunergos
    Graduate: Living From Your Legacy Now
    Sunergos Oct 2012 - Oct 2013
    Living From Your Legacy Now is a transformational leadership program for high-performing executive women who have reached a high level of accomplishment in their careers and are now ready to take time out from their fast-paced schedule to reflect on their life and the enduring impact they wish to make - their Legacy. Program Promise: You will leave having designed a Legacy for your life, a clear connection to your existing role today and a plan to achieve something extraordinarily meaningful to you – starting now.
  • Dallas Business Club
    Past Member
    Dallas Business Club 2010 - 2013
  • Merrill Lynch
    Vice President; Wealth Management Advisor
    Merrill Lynch 2006 - 2010
    New York, Ny, Us
    Examined retirement-planning solutions to help clients prepare for post-career life. Worked on cash management solutions offering yield, security and convenience. Helped clients explore the many administrative estate-planning services offered by Merrill Lynch Trust Company. Helped establish short- and long-term goals for clients, implement effective asset-allocation and wealth-building strategies, and regularly review their financial progress.Worked with CEOs of start-up businesses, seeking capital to expand, and second-or third-generation owners preparing to sell their companies with profitable business solutions.
  • Dallas Symphony Orchestra
    Volunteer
    Dallas Symphony Orchestra 1997 - 2007
    Dallas, Texas, Us
    Assisted staff with such projects as the Season Ticket Campaign, the Annual Fund Drive, and serve as a liaison for the Stradivarius Patron Program. Other activities included ushering thousands of students into the Meyerson Symphony Center for Cecil and Ida Green Youth Concerts, serving as a docent for the Meyerson Symphony Center tours and helped raise hundreds of thousands of dollars for education and community programs each season.
  • Morgan Stanley Smith Barney
    Financial Advisor, Wealth Manager
    Morgan Stanley Smith Barney 2001 - 2006
    Planned and executed strategies for clients, drawing from the products and services of Morgan Stanley and the newly acquired Dean Witter.
  • Bea Systems
    Alliance Manager
    Bea Systems 1998 - 2001
    Us

Christi Staib, Mba Skills

Leadership Alternative Investments Series 63 Cash Management Banking Executive Management Insurance Retirement Planning Valuation Financial Planning Start Ups Portfolio Management Financial Modeling Investments Business Development Finance Investor Relations Strategic Planning Investment Advisory Strategy Financial Services Wealth Management Mutual Funds Management Consulting Business Planning Strategic Financial Planning Entrepreneurship Risk Management Asset Management New Business Development Credit Financial Analysis Private Equity Business Strategy Small Business Due Diligence Corporate Development Funding Retirement Mergers And Acquisitions Series 7 Securities

Christi Staib, Mba Education Details

  • Baylor University - Hankamer School Of Business
    Baylor University - Hankamer School Of Business
    Management
  • Ceg Breaking Through
    Ceg Breaking Through
  • Landmark Education
    Landmark Education

Frequently Asked Questions about Christi Staib, Mba

What company does Christi Staib, Mba work for?

Christi Staib, Mba works for Silver Sail Wealth Advisors

What is Christi Staib, Mba's role at the current company?

Christi Staib, Mba's current role is President, Wealth Manager.

What is Christi Staib, Mba's email address?

Christi Staib, Mba's email address is bo****@****mac.com

What is Christi Staib, Mba's direct phone number?

Christi Staib, Mba's direct phone number is +121432*****

What schools did Christi Staib, Mba attend?

Christi Staib, Mba attended Baylor University - Hankamer School Of Business, Ceg Breaking Through, Landmark Education.

What skills is Christi Staib, Mba known for?

Christi Staib, Mba has skills like Leadership, Alternative Investments, Series 63, Cash Management, Banking, Executive Management, Insurance, Retirement Planning, Valuation, Financial Planning, Start Ups, Portfolio Management.

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