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Deborah Stavis, CFP®

Creating lifelong value through financial planning and innovative education.

stavisandcohen.com
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Deborah Stavis is a CFP® and pioneer in the wealth management advisory business with more than 25 years of experience. In 2009 Deborah founded Stavis & Cohen Financial (SCF), a Houston-based financial planning boutique with Eddie Cohen, longstanding colleague and the firm's Chief Investment Officer. They currently serve over 200 families nationwide. 

Stavis & Cohen Financial has been featured in the Houston Business Journal as a 2012 and 2013 NABCAP Premier Advisor, as well as a featured business in the Growth Strategies section of the newspaper. SCF was selected in 2012 and 2013 as one of the best places to work by the Houston Business Journal, a distinction of which Deborah is proud. 

Deborah was a finalist for the 2014 Outstanding Women in Banking and Financial Services Award. She has been featured in numerous publications including Forbes, Bloomberg, Houston Chronicle, Oil&Gas Investor and Investment News. Deborah has taught investment, retirement and estate planning at the Rice University Susanne M Glasscock School of Continuing Studies since 1984.

Deborah is active in the Houston Women's Energy Network. She serves the community as an Advisory Board member for the Rice University Susanne M Glasscock School of Continuing Studies, Committee Member for the Barbara Bush Foundation for Family Literacy, Member of the Board of Visitors for the University Of Oklahoma Weitzenhoffer Family College Of Arts. She is a Member of the Greater Houston Community Foundation Council.

Deborah resides in Houston with her husband and two children.

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

1330 Post Oak Blvd Suite 2190 Houston TX 77056

713-275-7750 main

800-962-2590 toll-free

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience,Credentials/Designations,Average AUM per client,Investment philosophy,Risk philosophy,U4/ADV status and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate

The Outstanding Women in Banking and Financial Services Award evaluates candidates on categories of practice management. Characteristics of a candidate evaluated include but are not limited to: Years of experience,Achievement in financial services, Demonstration of integrity,ethics and excellence and Commitment to financial education in the Houston community. No fee is paid to participate

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Latest

  1. The Benefits Of Giving Stock Not Cash For The Holidays

    There’s always that one family member or friend that is the hardest to shop for during the holidays. Instead of struggling to find the perfect gift... READ MORE

  2. What’s in a Credit Score?

    Your credit score will influence everything from the price you shell out for a dress to the cost a new home. Learn how it’s determined and what you... READ MORE

  3. Good Debt vs. Bad Debt: What You Should Know

    Don’t know the difference between good debt and bad debt? You’ll find the answer here! READ MORE

  4. Hide or Sneak Peek: What are the Kids Entitled to Know?

    Not many parents choose to talk to their children about their wealth. Here’s how and why you should. READ MORE

  5. Should You Have a Donor-Advised Fund or a Private Foundation?

    The season of giving is around the corner! Find out the different ways you can financially support your favorite charities. READ MORE

  6. 10 Tips For Stronger Identity Theft Prevention

    Identity theft is extremely common, but you can avoid it with these important and easy-to-follow tips. READ MORE

  7. Why Monte Carlo Might Be Good for Your Retirement

    Need help planning your retirement? Monte Carlo may be your best bet, and we don’t mean the destination! READ MORE

  8. The 3 Possible Beneficiaries Of Your Estate

    Planning your estate doesn’t have to be stressful if you know the 3 possible beneficiaries options you have. READ MORE

  9. 5 Ways to Get a Will

    It’s Important to Make a Plan for After Your Death READ MORE

  10. Do Women Lack Confidence or Competence in Investing?

    Are women ready to take charge of their investments? Find out our verdict. READ MORE

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