Deborah Stavis, Cfp®

Deborah Stavis, Cfp® Email and Phone Number

Founder & CEO of Stavis Wealth Transfer Solutions @ Stavis Wealth Transfer Solutions
Deborah Stavis, Cfp®'s Location
Houston, Texas, United States, United States
Deborah Stavis, Cfp®'s Contact Details
About Deborah Stavis, Cfp®

Deborah Stavis is a Certified Financial Planner® and pioneer in the wealth management advisory business with more than 35 years of experience. In 2009, Deborah founded Stavis & Cohen Private Wealth, a Houston-based private wealth management firm with Eddie Cohen, a longstanding colleague, and the firm’s Chief Investment Officer. They currently serve over 200 families nationwide. Stavis & Cohen Private Wealth has been featured in the Houston Business Journal, as well as a featured business in the Growth Strategies section of the newspaper.Professional OrganizationShe has been featured in numerous publications including Forbes, Bloomberg, Houston Chronicle, Oil & Gas Investor and Investment News. Deborah previously taught investment, retirement and estate planning at the Rice University Susanne M. Glasscock School of Continuing Studies. She is also a member of Stavis & Cohen Investment Committee.Community InvolvementDeborah is actively involved in the Houston Community being a Founding Member of the Barbara Bush Foundation Ladies for Literacy Guild and Member of the Women’s Energy Network. She has previously served as an Advisory Board Member for the Rice University Susanne M. Glasscock School of Continuing Studies and as Committee Member for the Barbara Bush Foundation Celebration of Reading.

Deborah Stavis, Cfp®'s Current Company Details
Stavis Wealth Transfer Solutions

Stavis Wealth Transfer Solutions

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Founder & CEO of Stavis Wealth Transfer Solutions
Deborah Stavis, Cfp® Work Experience Details
  • Stavis Wealth Transfer Solutions
    Founder & Ceo
    Stavis Wealth Transfer Solutions Jul 2023 - Present
  • Ci Stavis & Cohen Private Wealth
    Partner & Ceo
    Ci Stavis & Cohen Private Wealth May 2009 - Jul 2023
  • Stavis Margolis Advisory Services
    Founder And Chief Executive Officer
    Stavis Margolis Advisory Services Jun 1996 - Aug 2007
    Us

Deborah Stavis, Cfp® Education Details

  • Wayne State University
    Wayne State University

Frequently Asked Questions about Deborah Stavis, Cfp®

What company does Deborah Stavis, Cfp® work for?

Deborah Stavis, Cfp® works for Stavis Wealth Transfer Solutions

What is Deborah Stavis, Cfp®'s role at the current company?

Deborah Stavis, Cfp®'s current role is Founder & CEO of Stavis Wealth Transfer Solutions.

What is Deborah Stavis, Cfp®'s email address?

Deborah Stavis, Cfp®'s email address is de****@****ail.com

What is Deborah Stavis, Cfp®'s direct phone number?

Deborah Stavis, Cfp®'s direct phone number is +171396*****

What schools did Deborah Stavis, Cfp® attend?

Deborah Stavis, Cfp® attended Wayne State University.

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