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Kaitlin Fossen

Wealth Management Associate

Phone (281) 822-8800
Fax (713) 275-2999
Email kfossen@STAwealth.com

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Kaitlin has been working in the financial services industry since 2013. She joined STA Wealth Management in December 2019. Prior to STA, Kaitlin was a Registered Associate and Business Service Manager with Morgan Stanley where she focused on building and maintaining client relationships.

Kaitlin assists with day-to-day administrative operations and the relationship management process. She provides additional support to the advisors to ensure clients receive superior service.  Kaitlin graduated from the University of Wyoming with a bachelor’s degree in finance and a minor in banking and financial services.

Kaitlin and her husband, Blake, enjoy traveling and spending time with family and friends.

 

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Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.

© 2020, STA Wealth Management, LLC.  Form CRS. Disclosure.