CONTACT INFORMATION:
Donnie Roberts
Woodway Financial Advisors
Vice President and Trust Offer
713.683.7070
droberts@woodwayfinancial.com
www.woodwayfinancial.com
Donnie Roberts is Vice President and trust officer for Woodway Financial Advisors and oversees the financial planning, administration and investment of client accounts. Using his financial expertise, Donnie creates and implements customized programs for high net-worth individuals in areas such as executive compensation planning, family wealth transfers and retirement/cash flow planning.
Donnie has a Bachelor's of Business Administration in Economics from Sam Houston State University. He is an active member of the Houston Estate and Financial Forum and Financial Planning Association. Donnie is a past President of the Financial Planning Association of Houston Foundation and is a board member for Woodway Financial Advisors, A Trust Company. He lives in the Woodlands and has two children.
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