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Westwood
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Dallas
Houston
Our Houston office is focused on our goal of providing an unmatched client experience for over 35 years, offering advice complemented by an array of leading-edge financial solutions to address your unique, and often complex financial needs.
10000 Memorial Drive
Suite 650
Houston, TX 77024
713.683.7070
[email protected]
Get directions
Houston Wealth Advisory Team
Maureen F. Phillips, J.D.
Chairman, Westwood Wealth Management Houston
713.683.7070
[email protected]
Leah R. Bennett, CFA
President, Westwood Wealth Management Houston
832.200.0334
[email protected]
Donald W. Roberts, CFP®
Vice President, Private Wealth Advisor
713.683.7070
[email protected]
Katie Slater, J.D., CFP®
Vice President, Private Wealth Advisor
713.683.7070
[email protected]
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
832.200.0326
[email protected]
Tom Williams, CFP®
Vice President, Private Wealth Advisor
713.683.7070
[email protected]
Allen Lewis, CFA
Vice President, Investments
713.683.7070
[email protected]
Shelitha Smodic
Private Wealth Advisor
832.200.0335
[email protected]
Jennifer R. Marshall
Senior Client Advocate
713.683.7070
[email protected]
