< Back To Search Results

CALL : 713-465-2900
EMAIL RANDY
SEND TO A FRIEND

Randy Schroeder, CFP®, CKA®

Sr. Partner, Sr. Private Wealth Advisor

Houston, TX

Randy Schroeder is a Sr. Partner and Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Houston, Texas.

Randy was responsible for establishing the Houston branch for Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1994. He led the branch as Managing Director for over 20 years before transitioning into his role as a Sr. Private Wealth Advisor.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Randy uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Randy and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Randy served as Vice President and manager with Bank One in Houston, where he assisted executive and professional clients with lending, investment, and trust services. Randy earned his BBA in Finance from the University of Texas.

Active in the Christian community, Randy works with the leadership of Kingdom Advisors. He also serves on the Advisory Boards for Every Village and the National Christian Foundation-Houston.

He and his wife, Staci, live in Houston, Texas and have three children and two grandchildren.

Top

Copyright 2017 RonaldBlueTrust


porno oyun