Wealth Benefit Advisors, LLC

Sean Bates is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX. He holds a Series 66 designation and has seven years of industry experience, including eleven years at Raymond James & Associates prior to joining Wealth Benefit Advisors in 2026. Wealth Benefit Advisors, LLC provides investment advisory services to individuals and high-net-worth clients, along with company-sponsored retirement plan consulting in a fiduciary capacity. The firm manages approximately $307 million in client assets and offers tailored discretionary and non-discretionary managed accounts based on client objectives, time horizon, and risk tolerance.

Careena Patel is a financial advisor at Wealth Benefit Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Pinnacle Wealth Management, Kingswood Wealth Advisors, and PNC Investments. In addition to her advisory role, she provides financial planning services in London, UK. Wealth Benefit Advisors, LLC serves individuals and high-net-worth clients, offering investment advisory and company-sponsored retirement plan consulting services. The firm manages approximately $307 million in client assets, providing both discretionary and non-discretionary managed accounts tailored to client objectives and risk tolerance.

Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investment, Grove Point Investments, Greenleaf Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals and high-net-worth clients, along with company-sponsored retirement plan consulting in a fiduciary capacity. The firm manages approximately $307 million in client assets, offering both discretionary and non-discretionary managed accounts tailored to client objectives and risk tolerance.