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Wealth Development Strategies

Wealth Development Strategies Email Formats

Financial ServicesFlag of USHouston, Texas, United States21-50 Employees

Wealth Development Strategies Email Formats

Wealth Development Strategies uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthdevelopmentstrategies.com), used 28.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wealthdevelopmentstrategies.com
28.6%
{first initial}_{last name}
j_doe@wealthdevelopmentstrategies.com
28.6%
{first name}_{last name}
john_doe@wealthdevelopmentstrategies.com
28.6%
{first name}{last name}
johndoe@wealthdevelopmentstrategies.com
14.3%

Key Contacts at Wealth Development Strategies

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Devaron M. Yates

President And Chief Executive Officer

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Shala L. Walker

Director Of Financial Planning

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Sandra Arredondo

Director Of Operations

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Madeline Lang

Director Of Operations

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Sheila Bellow

Director Of Operations/Office Manager

Company overview

Headquarters8 Greenway Plaza, Suite 1025, Houston, Texas 77046, US
Phone number+14433324311800765
Website
NAICS52
SIC628
Keywords
Risk Management, Comprehensive Financial Planning, Retirement, Money Management, Estate & Business Planning, Wealth Conservation, Investments & Brokerage
Founded1969
Employees21-50
Socials

About Wealth Development Strategies

Our Mission: "We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back to 1969, is a comprehensive, full-service financial planning firm in the Museum District of Houston, Texas. Please check out our company website to learn more about who we are: www.WealthDevelopmentStrategies.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Wealth Development Strategies, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities, Valmark Advisers or Wealth Development Strategies, LLC and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Director
C-Suite

Employees by Department

Wealth Development Strategies has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Wealth Development Strategies has never raised funding before.

Wealth Development Strategies Tech Stack

Discover the technologies and tools that power Wealth Development Strategies's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

FancyBox

FancyBox

JavaScript libraries

AngularJS

AngularJS

JavaScript frameworks

Cloudflare Turnstile

Cloudflare Turnstile

Security

Frequently asked questions

Wealth Development Strategies is located in Houston, Texas, US.
You can reach Wealth Development Strategies at +14433324311800765.
Wealth Development Strategies was founded in 1969, making it 57 years old. The company has established itself as a significant player in its industry over this time.
Wealth Development Strategies has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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