Stavis & Cohen Private Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

At Stavis & Cohen Financial, we customize a financial plan to help families achieve their goals.


Securities offered through FSC Securities Corporation, member FINRA/SIPC. Advisory and insurance services offered through Stavis & Cohen Financial, a registered investment advisor not affiliated with FSC Securities Corporation. Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice.
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. 

For additional information on the Stavis & Cohen Financial Social Media Disclosures, please visit this site:
http://www.stavisandcohen.com/news/social-media-disclosures/

For additional information about FINRA/SIPC, please visit their websites:
http://www.finra.org/
http://www.sipc.org/

Find Stavis & Cohen Private Wealth employees' phone numbers or email addresses

Stavis & Cohen Private Wealth Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Stavis & Cohen Private Wealth's Leadership

  • Stylized image of a person
    E. C.
    Chief Investment Officer And Founder
    Phone icon
  • Stylized image of a person
    C. V.
    Director Of Operations
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  • Stylized image of a person
    J. M.
    Tax Director
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  • Stylized image of a person
    S. B.
    Advisory Services Manager
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  • Stylized image of a person
    L. H.
    Lead Private Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. T.
    Advisor
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  • Stylized image of a person
    S. K.
    Investment Operations Specialist
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Stavis & Cohen Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Stavis & Cohen Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. C.
    Chief Investment Officer And Founder
    Phone icon
    United StatesTexas
    Feb 19, 2025
  • Stylized image of a person
    C. V.
    Director Of Operations
    Phone icon
    United StatesTexas
    Oct 23, 2024
  • Stylized image of a person
    J. M.
    Tax Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. B.
    Advisory Services Manager
    Phone icon
    United States
    Oct 24, 2025
  • Stylized image of a person
    L. H.
    Lead Private Wealth Advisor
    Phone icon
    Jul 09, 2024
  • Stylized image of a person
    K. T.
    Advisor
    Phone icon
    Apr 25, 2024
  • Stylized image of a person
    S. K.
    Investment Operations Specialist
    Phone icon
    United StatesTexas
    May 05, 2024

Frequently Asked Questions

What is Stavis & Cohen Private Wealth known for?

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Stavis & Cohen Private Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1330 Post Oak Boulevard Suite 2190 Houston, Texas 77056 United States; you can contact the main corporate office by phone at . Explore Stavis & Cohen Private Wealth's company overview page for more information.

What is Stavis & Cohen Private Wealth's most common email format?

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Stavis & Cohen Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stavis & Cohen Private Wealth email formats with LeadIQ.

How many employees does Stavis & Cohen Private Wealth have currently?

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Stavis & Cohen Private Wealth has approximately 22 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Stavis & Cohen Private Wealth's key employees and leadership?

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As of February 2026, Stavis & Cohen Private Wealth's key employees include:

  • Chief Investment Officer And Founder: E. C.
  • Director Of Operations: C. V.
  • Tax Director: J. M.
  • Advisory Services Manager: S. B.
  • Lead Private Wealth Advisor: L. H.

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