Segment Wealth Management, LLC Management Team

Contact top employees from Segment Wealth Management, LLC

Summary

The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with Segment Wealth Management, LLC employees and management.

Segment Wealth Management, LLC Websitesegmentwm.com
Phone Number713-800-7150
Industries
Segment Wealth Management, LLC Headquarters address3040 Post Oak Blvd., Ste. 1725, Houston, TX, 77056 US
Company Size1-10 employees
SpecialtiesDiscretionary Portfolio Management, Exchange Traded Funds (ETFs), Municipal Bonds, Risk Management, Estate Planning, Transitional Planning such as Divorce, Death, Inheritance and Retirement, Charitable Giving, Personal Foundations, Endowment Board Membership, Mitigating Risks, Senior Executives, Managing Partners and Principals, Business Owners, Retirement Ready, Family Wealth
Founded2010

Workforce Turnover

Length of Employment

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Segment Wealth Management, LLC's workforce includes employees across a wide range of tenure levels.

25% have been with the company for less than 1 year25% have been with the company for 3 to 4 years50% have been with the company for more than 11 years
Contact top employees from Segment Wealth Management, LLC
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Phoebe Plaster
Phoebe PlasterPortfolio Analyst | Client Service Specialist
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Haley Parmer
Haley ParmerMarketing and Public Relations Manager
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Charles Plaster
Charles PlasterSenior Analyst
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Bridget Moore
Bridget MooreDirector of Family Office Services
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Stuart Green
Stuart GreenWealth Strategist
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Ryan Farias
Ryan FariasSenior Portfolio Manager
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Micah Morris
Micah MorrisInvestment Analyst
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Jen Heerensperger
Jen HeerenspergerWealth Advisor | Portfolio Manager
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Segment Wealth Management, LLC Corporate Information: FAQ

Segment Wealth Management, LLC operates in the Finance industries. More details can be found on the official website: segmentwm.com.
Segment Wealth Management, LLC has offices located in Houston, US.
The headquarters of Segment Wealth Management, LLC are located in Houston, United States.
You can contact Segment Wealth Management, LLC by phone at 713-800-7150.
Segment Wealth Management, LLC currently employs 1-10 people.
Segment Wealth Management, LLC's revenue is approximately 6.9M.

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