Source: Bizjournals

Cohen Financial: Shala Walker appointed as Advisor at Stavis & Cohen Financial

Shala Walker brings nearly 10 years of experience to her role in financial planning, investment management and estate planning. Shala graduated Clark Atlanta University with her B.S. in Business with a concentration in Finance. She completed the CFP program at RICE and holds her Series 7, Series 63, and Series 65 license. Prior to joining Stavis & Cohen Financial, Shala held positions at Kanaly Trust/Mercer Advisors, Fidelity Investments, and Morgan Stanley. Shala is responsible for financial planning, investment advisory, and leveraging her trust experience in the estate planning realm. Stavis & Cohen Financial is a privately held, Houston-based wealth planning firm with the experience and culture to deliver a powerful combination of high-tech and high-touch planning to help multi-generational families manage the complexities of their wealth. Securities and investment advisory services offered through FSC Securities Corp member FINRA/SIPC.

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Est. Annual Revenue
$5.0-25M
Est. Employees
100-250
CEO Avatar

Managing Director

Don C. Trossman

CEO Approval Rating

70/100

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