Focus

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and working to achieve their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

Background and Experience

I worked for four years with Morgan Stanley Smith Barney, before joining Wells Fargo Advisors. My experience also includes positions with Citigroup Global Markets and One America Securities. I hold a Master’s degree in Business Administration (MBA) from the University of Houston and a Bachelor’s Degree in Business Administration from Colorado State University.  With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College for Financial Planning. For the CFP® certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Planning for Retirement

Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the complex choices available to you. I offer assistance with a full array of retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.

Away from the Office

Outside of work, I am active in the local community, participating in school and community activities. In addition to spending time with my family, I enjoy the outdoors, golfing, running and coaching. I reside in Cypress, Texas, with my two children.

About Wells Fargo Advisors

Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.

With more than 20 years of financial services experience, Sylvia strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.