February 2020 Newsletter

A Prosperous 2019

STA continues its five year rapid pace of growth topping 35% in 2019. 

We credit our continued hard work for our success and predict another solid year of growth in 2020.  A relentless focus on client and advisor experience and dedication to best in breed technology are at the backbone of our rapid growth. 

Expanding our Team

We are pleased to announce the expansion of our team of advisors in 2019 and believe they will each play an important role in enhancing our firm’s continued commitment to our clients’ success. 

We would like to welcome Robert Harris, Sarahbeth Pipkin, Preston W. Snow, Bradley T. Covey, David Gonzalez, Nicholas Low, and Travis Oglesby.

Robert Harris

CFP®

Senior Wealth Advisor

Sarahbeth Pipkin

CFP®

Senior Wealth Advisor

Preston W. Snow

CFP®

Executive Vice President

Partner

Bradley T. Covey

CFP®

Executive Vice President

Partner

David Gonzalez

Wealth Advisor

Nicholas Low

Senior Wealth Advisor

Travis Oglesby

MBA

Wealth Advisor

Helpful Resources

IMPORTANT DISCLOSURE INFORMATION

Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by STA Wealth Management, LLC (“STA”), or any non-investment related services, will be profitable, equal any  historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  STA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from STA.  Please remember that it remains your responsibility to advise STA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or  if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.