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Houston, Texas Area United States

Director, Marketing at Sterling Portfolio Managers LLC

Finance / Banking / Insurance

Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering solutions for retirement planning, estate planning, education planning, and investment planning. As an independent financial services firm, we provide advice based on each individual client, and build portfolios on their unique needs and risk tolerance. Clients can expect personalized attention as their portfolio grows and adapts to life’s ever-changing circumstances. At Sterling Portfolio Managers LLC, success is measured by meeting every goal of every client. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.