George Belcher

George Belcher Email and Phone Number

Wealth Manager @ Sovereign Investment Group
George Belcher's Location
Houston, Texas, United States, United States
George Belcher's Contact Details

George Belcher work email

George Belcher personal email

About George Belcher

George L. Belcher is a Vice President and Wealth Consultant with Sovereign Investment Group. He focuses his attention on serving clients with an emphasis on the relationship and the journey involved in reaching particular objectives. He is a registered securities and licensed insurance professional with Series 7, Series 31, Series 66 held with LPL Financial and Group 1 certifications. George worked in finance in the nineties as an Analyst and as a Corporate Taxation professional. Prior to coming to the firm, he spent five years with American Express and Morgan Stanley Smith Barney as a professional in the Financial Services industry. George is constantly looking to broaden his horizons. He often takes classes, seminars and lecture series at local universities including the University of Houston and Rice University. His professional designations include: Retirement Planning Specialist, Rule 144 Specialist, Estate Planning & Trust Specialist. Outside of Sovereign, George is recognized as a mentor and coach to children in the community. He relishes the opportunity to educate and inspire children in academics and athletics. A former student-athlete at the University of Southern California, he enjoys cheering on his Trojans. In his spare time, George’s interests include athletics, the outdoors and travel. He enjoys golf, angling, gaming, reading and film.George resides in Houston, TX with his wife Alison and their beloved children, Kathryn and Logan.For a list of states in which I am licensed to do business, please visit http://www.sovereigngrp.com. 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 Advisor services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Website" section above.Specialties: Financial & Strategic Planning

George Belcher's Current Company Details
Sovereign Investment Group

Sovereign Investment Group

View
Wealth Manager
George Belcher Work Experience Details
  • Sovereign Investment Group
    Wealth Consultant
    Sovereign Investment Group Nov 2006 - Present
    Houston, Tx
    Sovereign Investment Group LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and independence.Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also… Show more Sovereign Investment Group LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and independence.Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to potentially get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (713) 527-3400. Show less
  • Morgan Stanley Smith Barney
    Wealth Advisor
    Morgan Stanley Smith Barney 2003 - 2006
  • American Express
    Financial Advisor
    American Express 2001 - 2003
    Houston, Texas Area
  • Burr Wolff, Lp
    Vp Of Business Development, Corporate Taxation
    Burr Wolff, Lp 1999 - 2001
    Houston, Texas Area
  • Fein Interests
    Analyst
    Fein Interests 1996 - 1999
    Houston, Texas Area

George Belcher Skills

Retirement Planning Portfolio Management Securities Investments Risk Management Negotiation Wealth Management Asset Capital Markets Strategic Planning Consulting Estate Planning

George Belcher Education Details

Frequently Asked Questions about George Belcher

What company does George Belcher work for?

George Belcher works for Sovereign Investment Group

What is George Belcher's role at the current company?

George Belcher's current role is Wealth Manager.

What is George Belcher's email address?

George Belcher's email address is gl****@****aol.com

What schools did George Belcher attend?

George Belcher attended University Of Southern California.

What skills is George Belcher known for?

George Belcher has skills like Retirement Planning, Portfolio Management, Securities, Investments, Risk Management, Negotiation, Wealth Management, Asset, Capital Markets, Strategic Planning, Consulting, Estate Planning.

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