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Associates

Client Advisors

Lawrence Katz

Walter Katz

Naomi  Duke

Adam  Blumberg

Relationship Managers

Flora Ardon

Anna Hill

Jacqueline  Holliday Fowler

Emily Malinowski

Tara Towler

About Us

  • Our Associates
  • Our Location
  • Businesses
  • Individuals & Families
  • Special Needs Families
  • Access Your Retirement Account
  • Resources
  • Licensing
  • Featured Links
  • Tell A Friend
Contact Us

1401 Richmond Avenue Suite 200
Houston, TX 77006-5308

Phone: (713) 840-7300
Fax: (713) 840-1747

Map and Directions