Mike Booker Email & Phone Number
Senior Account Executive @ Financial Synergies Wealth Advisors
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Mike Booker Location
- Houston, TX, US
Mike Booker Work
- Senior Account Executive @ (January 2025 - Present)
- Principal @ (January 1986 - January 2025)
Mike Booker Education
- University of Houston 1977
Mike Booker Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Leadership
- Financial Planners
- Public Speaking
- Fixed Income
- Mergers
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Teaching
- Portfolio Management
- IRAs
- Financial Modeling
- Investments
- Relationship Management
- Finance
- Institutional Investments
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Income Protection
- Fund Of Funds
- Financial Services
- Strategy
- Equities
- Wealth Management
- Mutual Funds
- Strategic Planning
- Uniform Combined State Law
- FINRA
- High Net Worth Individuals
- Strategic Financial Planning
- Investment Strategies
- Program Management
- Risk Management
- Asset Management
- Wealth Accumulation
- Certified Financial Planner
- Defined Benefit
- Financial Analysis
- Wealth
- Pension Funds
- Personal Financial Planning
- Corporate Governance
- Series 24
- Commodity
- ETFs
- Due Diligence
- Retirement
- Series 7
- Investment Management
Mike Booker Summary
- Mike Booker, based in Houston, TX, US, is currently a Senior Account Executive at Financial Synergies Wealth Advisors. Mike Booker brings experience from previous roles at Financial Synergies Wealth Advisors. Mike Booker holds a University of Houston. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Leadership and more. Mike Booker has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Financial Synergies Wealth Advisors Employees
Mike Booker
Senior Account Executive
Houston, TX, US
Kevin Nelson
Senior Financial Advisor
Houston, TX, US
Grant Ball
Portfolio Manager
Houston, TX, US
Zachary Robinson
Director of Client Services
Houston, TX, US
Timothy Garcia-Prats
Associate Portfolio Manager
Houston, TX, US
Kellie Gamino
Associate Financial Advisor
Houston, TX, US
Set Carpintero
Sr. Financial Advisor
Houston, TX, US
Ellen Ga
Front Office Coordinator
Houston, TX, US
Rebecca Janacek
Client Service Associate
Houston, TX, US
Melody Laser
Associate Financial Advisor
Spring, TX, US
Rachel Buckhoff
Financial Advisor
Houston, TX, US
Robine van Doorn
Associate
Dallas, TX, US
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