Sunbelt Securties, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


I am licensed and registered to conduct business in TX. 

Areas of Focus:
Investment Advice 
Income Tax Planning Strategies 
Retirement Planning Strategies 
Domestic Partner Planning 
Protection and Insurance 
Estate Planning Strategies 
Charitable Giving 
Family Planning/Family Changes 
Saving for Education 
Asset Allocation
Employee Stock Options 
General Financial Planning

Find Sunbelt Securties, Inc. employees' phone numbers or email addresses

Sunbelt Securties, Inc. Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Sunbelt Securties, Inc.'s Leadership

  • Stylized image of a person
    T. B.
    Partner
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  • Stylized image of a person
    J. F.
    Vice President, Portfolio Manager
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  • Stylized image of a person
    S. M.
    Vice-President
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  • Stylized image of a person
    J. F.
    Vice President, Portfolio Manager
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  • Stylized image of a person
    T. C.
    Sr. Managing Director, Wealth Management
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  • Stylized image of a person
    R. C.
    Senior Managing Director;financial Advisor W Sunbelt Securities
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  • Stylized image of a person
    J. R.
    Private Wealth Manager
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  • Stylized image of a person
    C. M.
    Relationship Manager
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Sunbelt Securties, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sunbelt Securties, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Partner
    Phone icon
    United StatesTexas
    Oct 24, 2025
  • Stylized image of a person
    J. F.
    Vice President, Portfolio Manager
    Phone icon
    United StatesTexas
    Mar 06, 2025
  • Stylized image of a person
    S. M.
    Vice-President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. F.
    Vice President, Portfolio Manager
    Phone icon
    United StatesTexas
    Mar 06, 2025
  • Stylized image of a person
    T. C.
    Sr. Managing Director, Wealth Management
    Phone icon
    United StatesTexas
    Feb 17, 2026
  • Stylized image of a person
    R. C.
    Senior Managing Director;financial Advisor W Sunbelt Securities
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    J. R.
    Private Wealth Manager
    Phone icon
    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    C. M.
    Relationship Manager
    Phone icon
    United StatesTexas
    Nov 13, 2025
  • Stylized image of a person
    B. H.
    Wealth Manager
    Phone icon
    United StatesTexas
    Sep 17, 2024
  • Stylized image of a person
    M. K.
    Financial Advisor / Wealth Manager
    Phone icon
    United StatesTexas
    Jul 28, 2024

Frequently Asked Questions

What is Sunbelt Securties, Inc. known for?

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Sunbelt Securties, Inc. operates in the Financial Services industry. The company's main headquarters is located in 5075 Westheimer Road Suite 600 Houston, Texas 77056 United States; you can contact the main corporate office by phone at . Explore Sunbelt Securties, Inc.'s company overview page for more information.

What is Sunbelt Securties, Inc.'s most common email format?

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Sunbelt Securties, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sunbelt Securties, Inc. email formats with LeadIQ.

How many employees does Sunbelt Securties, Inc. have currently?

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Sunbelt Securties, Inc. has approximately 19 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sunbelt Securties, Inc.'s key employees and leadership?

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As of February 2026, Sunbelt Securties, Inc.'s key employees include:

  • Partner: T. B.
  • Vice President, Portfolio Manager: J. F.
  • Vice-President: S. M.
  • Vice President, Portfolio Manager: J. F.
  • Sr. Managing Director, Wealth Management: T. C.

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