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.