Managed Financial Services Corp Inc

Steven Hobbs is a financial advisor with Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with the firm since 1999. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm uses a formal, committee-driven investment process focused on mutual funds and annuity products, tailoring strategies to client objectives and risk tolerance.

Richard Walker is a financial advisor with Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management for individuals, employer-sponsored retirement plans, and institutional clients, focusing on mutual funds and annuity products. The firm uses a formal, committee-driven investment process and tailored asset allocation strategies, managing approximately $56.7 million across its client base.

John Cook is a financial advisor with Managed Financial Services Corp Inc in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Managed Financial Services, Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm specializes in mutual funds and annuity products, applying a committee-driven investment process that includes proprietary tools and formal monitoring to tailor portfolios to client objectives and risk tolerance.

Jonathan Elston is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at Southwest Funding LP since 2022 and Fidelity Solutions since 2008, where he also serves as an IT consultant. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, retirement plans, and institutional clients, focusing on mutual funds and annuity products. The firm employs a committee-driven investment process and offers customized portfolio and 401(k) advisory services.

Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection process and proprietary tools to tailor investments to client objectives and risk tolerance.

Anthony Sumrall is a financial advisor at Managed Financial Services Corporation, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Managed Financial Services Corporation, Inc. since 2007. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, applying a committee-driven investment process and tailored asset allocation aligned with clients’ objectives and risk tolerance.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection and monitoring process tailored to client objectives and risk tolerance.